Editions

In this edition of Platform Matters, we look into what advice firms really want from their platforms. Based on research with advice firm professionals, we reveal the key push & pull factors that advisers need to see to switch platforms. Our vodcast looks into the rapid growth of multi-asset investing in the light of the Consumer Duty. And, our partner content includes an article from EV on how to stress test retirement scenarios in the light of the FCA’s Retirement Income Review.

In this edition of Platform Matters, our quarterly platform newsletter, Jonathan Sandell, Head of Group Propositions at Scottish Widows, discusses how Consumer Duty has changed the nature of platform due diligence for advice firms.

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.