Ten leading platform commentators were locked in a room recently to debate the future of the market. In the second of a three-part special in Professional Adviser, the team asks: In a wrap-heavy world, is there a future for off-platform solutions?
Ray Chinn of SIPP provider, LV=, was ideally placed to kick off the discussion about the role of off-platform products. Without a platform of its own, Chinn recognises that LV=needed to focus on its products and be confident in their reach, appeal and value. Once LV= has confidence on its product strategy, it can then have the confidence to work with independent platforms like Novia and Nucleus as well as systems houses to integrate to its propositions. “The challenge for us”, Chinn explained “is when an adviser says: ‘I realise what value you provide in the SIPP space but need you...
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