The 2026 Defaqto Adviser Service Assessment surveys are now open and provide an opportunity for advisers to share feedback on the service they receive from financial services providers.
The surveys are open until 21 September 2026. The findings will be used to inform the 2027 Defaqto Service Ratings and accompanying Service Ratings Analysis reports.
As service continues to play a critical role in delivering good client outcomes and meeting Consumer Duty expectations, adviser feedback remains an important part of the assessment process.
The survey allows advisers to provide feedback across a range of product areas, including:
Discretionary Fund Management (DFM)
Investment Bonds
Platforms
Pensions
Protection
Participants can select the product area or areas most relevant to their experience.
The survey takes approximately 15 minutes to complete. Advisers who take part will be entered into a prize draw, and a charitable donation will also be made for each completed survey.
Defaqto's Service Ratings are widely recognised across the financial services market and provide valuable insight into the quality of service delivered to advisers. By sharing your experience, you can help shape future industry benchmarks and highlight the importance of excellent service standards across the sector.
We appreciate your support and participation in this year's assessment.