Publications

Gain insights into topical issues through our wide range of CPD-accredited publications.

Platform service review 2017 Content only accessible to registered users

April 2017

Results of our annual Service Ratings for platform providers is now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of platform providers and then the results were plotted, identifying gaps in satisfaction experience.

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The case for hybrid: simplicity, flexibility, security Content only accessible to registered users

March 2016

Providing retirement solutions for the high net worth investor is a natural market for the financial adviser community. Advisers are familiar with the need to balance competing personal and financial objectives, whilst taking account of present day and future priorities, and weighing up income, capital and inheritance taxation issues.

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A review of pension service 2015 Content only accessible to registered users

May 2015

Value for money, ease of doing business, integrity, financial strength and investment options matter the most to financial advisers when dealing with pension product providers, our annual pension service satisfaction survey has revealed.

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DFM propositions on platforms – case study Content only accessible to registered users

April 2015

Over the past few years we have seen a proliferation of offerings from those operating in the discretionary investment arena, with varying levels of discretion. Combine these with the multitude of platform-linked propositions and charging structures and it is no wonder those undertaking initial and ongoing due diligence research are finding qualifying suitability a significant task.

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A review of platform service 2014 - Measuring adviser satisfaction in the platforms industry Content only accessible to registered users

December 2014

In a platform market that is becoming increasingly homogeneous in terms of the availability of tools, tax wrappers and investment choice, service is now one of the key differentiators.

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