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 for financial advisers over the course of the year. Much of the blame has been placed at the doors of the platforms and technology providers involved- and rightly so. The impact some re-platforming projects - chiefly the efforts of Aegon's Cofunds, and Aviva - have had on their customers has been horribly inconvenient at best and frustratingly out of advisers' control. That sa...
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