Rise in platform satisfaction
Asset managers and platforms don't always see eye-to-eye
Results for 2019
Subject to regulatory approval
Tough year for platforms
'All-singing, all-dancing due diligence reports'
Advisers can transfer assets themselves
'Top dozen or so'
Calculates best platform for client
Reduction in DB transfer flows leads to drop in sales
‘Grandfathering’ of terms for existing clients
Capitalising on ‘mass personalisation’
Compares 20 D2C companies
Customers can switch from Hargreaves Lansdown
Platforms react to Fidelity blocking Income Focus purchases
Cost more than £2m
What made financial headlines over the weekend?
Reports 38% drop in flows