Editions

In this edition of Platform Matters, Gareth Davies and Ross Easton discuss pensions in the light of the LTA removal & the FCA Retirement Income Review. We also reveal what advisers expect from platform service as platforms become increasingly digitised. Lastly, our partner content includes an article from AGK on the growing links between consumer duty compliance and financial strength.

Our survey of over 1500 individuals - advisers, advised investors and non-advised investors - provides a differentiated insight into key UK advice industry issues. In this issue, we highlight that advisers are not always walking the talk on intergenerational planning and more can be done to engage with younger generations; the differences in adviser and investor perceptions about advice and its value; and how a gap has opened up between adviser and investor confidence that may be rooted in investor psychology.

In this edition of Platform Matters, Gareth Davies and Ross Easton discuss pensions in the light of the LTA removal & the FCA Retirement Income Review. We also reveal what advisers expect from platform service as platforms become increasingly digitised. Lastly, our partner content includes an article from AGK on the growing links between consumer duty compliance and financial strength.