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Aequos Online News

 

Junior ISAs were launched on 1st November.

This tax-free children’s savings account offers parents a tax-free way to save for their children’s future.

Money can be deposited into a cash account or ‘stocks and shares’ account with a total yearly limit of £3,600. When the child turns 18, the account will become a regular ISA.We now cover product information on Junior ISAs in our data tables, which will continue to grow as more providers launch their products.

 

Caravan Insurance table now live

A new table for Caravan Insurance is now available. The table lists the 41 providers and 67 products currently available in the market.

Having the right competitor intelligence is key to staying ahead of the rest. This latest sector data gives you all the intelligence you need and is available in the following formats:

 

       Within your existing subscription to Defaqto

        Research

You can compare and sift on; fees and availability, perils covered, contents and fittings that can be covered and any claim excesses.

       Data only

The raw data across all product features and all providers in this product category. Perform your own analysis, identify trends and determine how to position your product to ensure it remains competitive and ideally positioned in your market.

       Brochure text only

Text from the product documentation from all providers in this sector helps you to understand the finer details of your competitors’ products.

       DNA only

Our bespoke methodology for rating retail finance products against industry benchmarks gives you the provider listing in ranked order.

 

For more information, or to add this table to your existing subscription, please contact your Defaqto Account Manager on 0808 1000 804, or our Customer Support team - customersupport@defaqto.com or 01844 295544.

 

2011 Defaqto Star Ratings

On 1st February we will be publishing our 2011 Star Ratings. In preparation, we will also be reviewing and changing the product DNA scores for a number of columns in some of the star rated Aequos tables over the next few weeks.

 

It is possible that these changes may impact the way some saved views function. In particular where DNA sifts have been used to create views, and in those tables with amended DNA scores. These impacts may include products being displayed or not displayed.

 

The areas particularly effected are:

·          Buildings insurance

·          Contents insurance

·          Cat insurance

·          Dog insurance

·          Business bank accounts

·          Current/Cheque account

·          Credit cards

·          CAM & offset mortgages

·          Equity release mortgage

·          Income protection insurance plan

·          Mortgage ayment protection policy

 

From 1st February, this work will be complete and you’ll need to amend some of your saved views to take the DNA changes into account. If you have any questions, please contact us on 01844 295 544

Small Self Administered Pension Schemes (SSAS) table live
A new table for Small Self Administered Schemes is now in place. This will impact any saved views you had for the old table, these views will need to be re-created using the new table. For any questions relating to the table please contact your Defaqto Account Manager or our Customer Support team using customersupport@defaqto.com or by calling 01844 295544.

We have had a SSAS table for many years, the products all being offered by the main life companies. The schemes were all based around Executive Pension Plans which have lost favour since 2006 and currently we have offerings from three providers on the table.

However, many of the SIPP providers also offer a SSAS which have the same self investment attributes of a SIPP. We receive comments on a regular basis from both providers and advisers asking if we are planning to provide information on the available schemes. The answer given was that we only collect data on the insured schemes.

Given the increase in attention now being given to the schemes we have rejuvenated the table to reflect this change.

New Short Term Income Protection table
A new table entitled Short Term Income Protection (STIP) will be added to the Creditor section of the database with effect from 1 October 2010. Short term income protection plans have, until now, been displayed in the Mortgage Payment Protection Insurance (MPPI) table. This table will now contain only mortgage payment protection products and any short term income protection products will be displayed in the new table instead. This has been done in order to distinguish between products that specifically cover mortgage payments (MPPI) and those that cover a percentage of the clients income (STIP).

The STIP table is placed within the Creditor area because the STIP products are largely offered by general insurers and are typically annually renewable contracts. Long term income protection (IP) plans can be found in the Income Protection Insurance table in the Life, Pensions and Investments section of the database.

Any short term income protection products that are currently displayed in the MPPI table will remain on both tables for a period of 2 weeks until Friday 15th October.

Pensions, Life and Investments Table updates
Please be aware that from 1 October 2010, the Standard and Poors Provider Ratings will no longer be displayed. This change affects the Pensions, Investments and Life tables which currently display this information.

Defaqto’s Consumer Appeal Analysis data has arrived!
Defaqto is delighted to announce the launch of our new Consumer Appeal Analysis data in our comprehensive motor insurance table. Consumer Appeal Analysis, or CAA, provides powerful insight into the appeal of different product features among a sample of 5,000 consumers.

CAA combines Defaqto’s expert assessment of product features with rich data on what consumers consider to be most important when buying motor insurance. CAA offers a multitude of potential benefits across product development, underwriting, marketing, sales and customer service activities as well as helping to support Treating Customers Fairly initiatives.

For further information about new CAA data and functionality in Aequos Online please take a look at our What’s New Guide and to learn more about the potential benefits please read our CAA brochure. Alternatively please contact your Defaqto Account Manager with any further questions you may have.

New Wedding Insurance Star Ratings now launched
Defaqto is pleased to announce the launch of their first Star Ratings for wedding insurance accompanied by a new product table within Aequos Online. The Star Ratings analysis, which includes a detailed review of 85 products available from 14 providers will now align with the standard Star ratings calendar (Feb-Feb). For more information, please speak with your account manager.

Provider fund governance details now on Aequos Online.
Over the past few years there has been a major change in the funds available through both pension products and insurance bonds. Originally, there were just in house insured funds moving to a few wrapped funds from third party managers which could be institutional funds or unit trusts and then to large lists of linked funds or even platforms. More recently refined lists have been offered which have been honed with the assistance of third party qualitative fund assessors.

Companies who have taken this new route usually offer risk rated portfolios and constant fund monitoring to ensure that the lists are relevant.

To assist Aequos Online users these details have been added to the Defaqto database with sifts available in Aequos Online.

Please see the Investments and Pensions product update pages for greater detail.

Customer Support

If you have any questions about Aequos Online or would like any help, please contact Defaqto Customer Support at customersupport@defaqto.com or 01844 295544.


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