Choices, choices... when is an off-platform solution best?

clock

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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Aveni forms AI advisory board with wealth management leaders

Aveni forms AI advisory board with wealth management leaders

Senior execs from Aviva’s Succession Wealth, Schroders Personal Wealth, 7IM and Rathbones join forum

Sahar Nazir
clock 01 July 2025 • 2 min read
Majority of UK wealth management sector eyes acquisitions this year

Majority of UK wealth management sector eyes acquisitions this year

Continued appetite and momentum in M&A space

Isabel Baxter
clock 30 June 2025 • 3 min read
How can firms improve client engagement with wealth products?

How can firms improve client engagement with wealth products?

Consumer first focus; Simplifying prodcut information

James Wood
clock 30 June 2025 • 4 min read