Platform Matters is our quarterly platform newsletter, featuring the latest insights and opinions on platforms and investing.

What do paraplanners really think about AI? And what do they feel are the most frustrating misconceptions about paraplanning? Find out in the Scottish Widows Paraplanner Survey, which provides an insight into the crucial role that paraplanners play in the advice value chain.

As the tax year draws to a close, we have collated a few insights to aid you.