Menu plans to combat supermarket protection competition

The research company’s latest report – Menu Plans – The Protection Platform – says advisers need to focus on providing long-term solutions for their clients and argues menu protection plans will be an important tool in enabling advisers to demonstrate they are adding value. It believes the industry should develop a platform proposition to allow investment, banking and risk products to be managed on a single platform because, it argues, developing separate platforms for each area is inefficient and does nothing to encourage holistic planning and efficient future-proofed advice. Evidence ...