Five tips from a Chartered firm to help with bulk platform transfers

'Don't overcomplicate the advice'

Tom Ellis
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"We disclose the things that are changing, along with all the regulatory information, and ask clients to approve that" - Lift Financial
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"We disclose the things that are changing, along with all the regulatory information, and ask clients to approve that" - Lift Financial

Lift Financial has undertaken several bulk platform transfer exercises so here the Chartered financial planning firm offers five key takeaways it has learned from its previous efforts.

In a bid to encourage more advisers to move clients between providers, the lang cat earlier this week released a report on platform switching alongside AJ Bell. The lang cat surveyed 95 adviser firms...

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