How can platforms improve their propositions? Logica's Andrew Lloyd shares his ideas...
The introduction of Personal Accounts planned for 2012 highlights the ongoing need for the end user to be at the core of any investment strategy. The challenge faced by wrap platforms is that of maximising convenience, while keeping the price right. Corporate schemes will potentially introduce a new target demographic of employees to wrap platforms, and advisers can use them to build a relationship with customers and manage their investments across the lifecycle of their retirement. As this shift occurs, there will inevitably be winners and losers, depending on who most accurately unders...
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