INSIGHTS HUB

We are constantly monitoring the latest news and trends within the investment platform industry and our Insights Hub is where you will find all of our resources to help support your advice process as well as your clients.

You can access our latest blogs and articles alongside our larger research pieces, the Investor Confidence Barometer and our annual Paraplanner Survey.

INSIGHTS HUB

NEW: INVESTOR CONFIDENCE BAROMETER

Our biannual survey of investor confidence, and the only place advisers can compare the views of peers, advised investors and unadvised investors.

PARAPLANNER SURVEY

Our annual temperature check on the health of the paraplanning profession and an insight into the increasingly crucial role that paraplanners play.

PLATFORM MATTERS

Our quarterly platform newsletter, featuring the latest insights and opinions on platforms and investing.

ARTICLES & PRESS RELEASES

Our home for the latest blogs and articles from our experts, views from our fund partners as well as press releases from Scottish Widows Platform.

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THE PLATFORM PARAPLANNER ROOM

A new space dedicated to paraplanner perspectives on the business of advising.