With many providers offering similar products, service is now often one of the key differentiators for advisers. As part of Defaqto’s protection service satisfaction survey, advisers ranked ‘claims handling and administration' and ‘new business processing’ the most important aspect of service.
If the pandemic has changed how we work, play and live – what is its influence on the way we invest? Please take this survey and help us find out more.
The use of model portfolios has grown exponentially in the UK investment industry. We are conducting research to understand the drivers of growth.
Download the Nucleus census 2020 today and read about the themes, trends and issues resonating with Nucleus users.
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