IFAs to platforms: Your financial strength is key

clock

A third of platform research carried out by advisers focuses on provider strength, suggests research from Capita.

Capita analysis of over 1,600 pieces of platform research carried out between December and March shows 40% included The Platforum service ratings whilst 34% used AKG's financial strength ratings. Financial strength ratings from AKG Actuaries and Consultants were added to  the Synaptic Research suite in December. "Integrating The Platforum and AKG's ratings into the Synaptic suite has been a great success and we believe including this data adds real value to advisers' research of the platform market," said product director William Watling. As well as featuring in the Synaptic Resear...

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 Wrap/platforms

Alex Cowan-Sanluis: Platforms are hiding in the bell curve

Alex Cowan-Sanluis: Platforms are hiding in the bell curve

The bell curve of client banks

Alex Cowan-Sanluis
clock 07 September 2026 • 4 min read
Vanguard UK Platform Awards: The full shortlists revealed

Vanguard UK Platform Awards: The full shortlists revealed

VUKPA 2026 finalists

Professional Adviser
clock 27 July 2026 • 2 min read
AJ Bell platform AUA up 12% in Q3 to £121.5bn

AJ Bell platform AUA up 12% in Q3 to £121.5bn

Up 26% over the last year

Jenna Brown
clock 23 July 2026 • 2 min read