Lift Financial has undertaken several bulk platform transfer exercises so here the Chartered financial planning firm offers five key takeaways it has learned from its previous efforts.
In a bid to encourage more advisers to move clients between providers, the lang cat earlier this week released a report on platform switching alongside AJ Bell. The lang cat surveyed 95 adviser firms...
View from the front row
Project Libra unveiled
Including SJP and investment trusts
Spent two years at Sanlam
Will also assess FCA's actions