Advisers urged to review platform selection to meet client needs

In its Rethinking Retirement: Changing Gear report in conjunction with The Lang Cat, it asked whether firms consider changing platforms as the client transitions from accumulation to retirement, 43% of respondents stated "no". For the rest, it depends on the needs of each client, however, the research found that most firms are selecting platforms at outset that will meet the client needs now and in the future. One respondent said: "Consider, yes. In practice, most are already where they should be in preparation." "It depends where the clients are already - if we have already given ...