Advisers report high level of platform segmentation - the lang cat's annual survey

The report, now its fourth edition, surveyed 445 adviser respondents to provide insights into the UK financial advice profession. A big takeaway was that advisers prioritised client requirements when it came to choosing platforms and centralised investment proposition (CIP), leading to a great diversity of choice and process.   The research found that the majority (88%) of firms now use a CIP to some degree, with a third (34%) of those allowing for some flexibility in its construction, for example through the use of ethical funds, active, passive, or a blended approach to portfolios. ...