News from Westerby – 15th March 2016
We are delighted to announce that The Westerby Private Pension, our full SIPP product, has been awarded a Defaqto 5 Star Rating.
Defaqto Star Ratings independently rate propositions from 1 to 5 based on the quality and comprehensiveness of the features and benefits they offer.
They provide an excellent, unbiased mechanism to help financial advisers – and their clients – see at a glance where a proposition sits in the market in terms of the quality it offers.
Star Ratings are a powerful tool to support the financial advice research process:
- Aiding product selection and panel creation decisions
- As part of Defaqto’s adviser research software – Defaqto Engage – helping to segment the market and compare a shortlist of propositions
- Giving advisers post-recommendation assurance and helping with suitability letters
- Providing a high-level view to help advisers understand the industry landscape and compare propositions on a like for like basis
Visit www.defaqto.com/advisers/ratings/star-ratings/ to find out more about Defaqto Star Ratings.
Financial advisers can also find out more about how using Star Ratings within Defaqto Engage can support the delivery of professional, efficient and compliant advice.
