The lang cat and AJ Bell issue call to arms on platform switching

Switching can be 'absolutely brutal'

"It should be perfectly possible to create a streamlined advice process that satisfies regulatory requirements, controls risk for businesses, is understandable for clients and cost-effective for everyone involved.”
"It should be perfectly possible to create a streamlined advice process that satisfies regulatory requirements, controls risk for businesses, is understandable for clients and cost-effective for everyone involved.”
  • LinkedIn  
0 Comments

In a bid to stir up the platform market and encourage advisers to move clients between providers, the lang cat has released a report on platform switching.

The consultancy, which has previously argued the platform market is "broken" because switching is so difficult, said the sector needed to find a way "to increase the velocity of money moving around"...

More on Regulation

More news