Platform Matters Quarterly Newsletter

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.

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.

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.