Revealed: How 14 adviser platforms rank on income functionality

Income functionality is becoming indispensable post-pension freedom

Carmen Reichman
clock • 5 min read

Giving consumers the income they want at the time they want it has become paramount following pension freedom. New first-of-a-kind research has drawn up comparisons between the 14 ‘leading' platforms in the market, here's how they fared…

Comprehensive research by consultancy the lang cat compared 14 adviser platforms, which collectively account for 95% of assets under administration and are considered to lead the market in scale, new business market share and depth of proposition. The research looked at retirement income functionality on platforms, in particular at how platforms supply advisers with the tools and products to create the targeted incomes that clients need in retirement. It breaks down in basic proposition elements, modelling tools and the management of central investment propositions, to available asset...

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 Companies

Investment platform TILLIT to shut down

Investment platform TILLIT to shut down

No new accounts can be opened and it will close on 12 September

Sorin Dojan
clock 26 June 2025 • 1 min read
First Wealth on hunt to acquire like-minded financial planning firms

First Wealth on hunt to acquire like-minded financial planning firms

Follows significant financial backing from Marlborough

Jenna Brown
clock 24 June 2025 • 5 min read
Openwork in growth push with partner firm Milecross acquisition

Openwork in growth push with partner firm Milecross acquisition

Makes first investment into one of its partner firms

Jenna Brown
clock 19 June 2025 • 2 min read