When it comes to assessing the suitability of a platform, otherwise known as conducting due diligence, each adviser, provider, colleague and ‘expert' will have an opinion on the platform that is best for your client and for your business. However, ultimately it is only your opinion that counts.
The FSA has made it clear advisers need to conduct due diligence on a platform before recommending it to a client stating: ‘The suitability of any platform will depend upon the client’s particular circumstances...
More than half of people over the age of 55 see financial security as a top priority in retirement, yet a third allocate more time to buying a new car, research from Legal & General (L&G) has found.
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Think tank report
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Alongside Barrett, Hopkins, Boston and Thorman on 17 October