Platform views: Fail to plan and you plan to fail

Mitigating re-platforming issues

Tom Ellis
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"To be aware of the potential consequences, sit back and do nothing and expect life to be fine for you and your clients does not feel like a sensible position to be taking" - the lang cat's Mike Barrett
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"To be aware of the potential consequences, sit back and do nothing and expect life to be fine for you and your clients does not feel like a sensible position to be taking" - the lang cat's Mike Barrett

Do advisers have a responsibility to do more contingency planning when providers undertake giant re-platforming projects? Clearly it is an idea worth further exploration, suggests Tom Ellis

Re-platforming has been one of 2018's hottest topics across the whole financial advice sector - and it would be an understatement to say the fallout from this market trend has not been particularly favourable...

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