Editions

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.

The Scottish Widows Paraplanner Survey is an annual temperature check on the paraplanning profession and an insight into the ever-evolving responsibilities and ambitions of the modern paraplanner. We surveyed 200 paraplanners, exploring the most pressing issues they’re facing right now, including their priorities when it comes to sticking to/switching from a platform; how they work with their advisers; how the recent LTA changes have been handled; and how regulatory changes such as Consumer Duty have impacted them.