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
A great deal has happened to the UK platform sector over the last three years, which means a great deal can also happen over the next three. Here Tom Ellis imagines how the market might look in 2022
New reporting platform for third-party IFA and direct clients