Why platform due dilligence is not about the price tag

I talked in my last article about the new rules governing platforms due to come into play for advisers in April. One of the key obligations for advisers will be to ensure that the platforms they are recommending to clients comply with PS13/1 and the attendant COBS guidelines or – cutting the geek chat – that they are playing by the rules. Ahead of this shiny new piece of legislation coming into effect, we prepared a white paper, in conjunction with some smart advisers and compliance people, outlining the key questions advisers should ask of their platform providers to ensure they can mee...