Professional Adviser and the lang cat have teamed up in a bid to better understand how the re-platforming initiatives being undertaken across the platform sector affect financial advisers and their clients.
In an effort to shine a light on what is really going on ‘under the bonnet', a comprehensive questionnaire has been sent to the eight platforms currently undertaking re-platforming projects: Alliance Trust Savings, Ascentric, Aegon, Aviva, Cofunds, FundsNetwork, Nucleus and Old Mutual Wealth. The detailed questionnaire comprises almost 70 questions and sub-questions across six different sections: what's changing?, plans, timings, accessibility, team & experience, and cost. The lang cat market analysis manager Terry Huddart said: "There has been lots of hyperbole about re-platforming t...
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