Mark Polson: The (real) secret to picking platforms

It's no secret that the good-time boys and girls in Canary Wharf are gearing up for a quick thematic review on due diligence over the next few months. While this won't just be about platforms (I'd expect to see some stuff on CIP outsourcing in particular and risk profiling, too), you'd have to be pretty dumb to think platforms won't be in there. This, to no one's surprise, was a bit of a theme at the recent Institute of Financial Planning (IFP) conference, during which I had the privilege of being Rory Percival's support act on a two-man panel on due diligence (negative: my presence m...