Alistair Ward: Has pre-funding ever been more important?

'Reduce stress levels all round'

clock • 3 min read

The coronavirus pandemic has highlighted the importance of pre-funding on adviser platforms, writes Alistair Ward, who emphasises how it can help the adviser/client relationship

Months of market volatility has dented investor confidence. Many clients are concerned about lost time in the market and the prospect of further falls. Anything advisers can do to alleviate this for customers is key. That's why, when times are uncertain, platform features that are often overlooked, undervalued, or taken for granted suddenly become far more important. In the platform world, one feature that has grown in rank since the pandemic unravelled is the notion of pre-funding. In short, this is where a platform company will either invest or pay out a client's money before that m...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

FNZ launches adviser-focused AI tool as personalisation demand grows

FNZ launches adviser-focused AI tool as personalisation demand grows

Generative AI solution intended to cut admin time and help advisers meet Consumer Duty standards

Sahar Nazir
clock 19 August 2025 • 2 min read
Scottish Widows' Bold predicts adviser 'flight to trusted quality' in fragmented platform market

Scottish Widows' Bold predicts adviser 'flight to trusted quality' in fragmented platform market

‘There will be potential platform consolidation’

Jenna Brown
clock 18 August 2025 • 6 min read
Aviva platform net flows climb 28%

Aviva platform net flows climb 28%

Driven by higher adviser client retention and expanding direct wealth channel

Sahar Nazir
clock 14 August 2025 • 2 min read