Calls for better links between. - Money Marketing.

We offer a range of events and services to advisers including research to support your due diligence, conferences, round tables and our weekly newsletter which touches on industry hot topics and shares insights from our research. Platforum’s Choosing an Adviser Platform guide is designed to help advisers’ make intelligent decisions on which platforms best suit their clients’ needs and to.

Our White Paper looks under the bonnet of systems integrations undertaken and planned by platforms. It reviews the processes through which integrations are developed and maintained with a view to future sustainability and cost management. S even UK Platforms, including Standard Life and Aegon participated in the research - and the findings are all here (and free) for your reference. As.

A lack of integration between back-office systems, platforms and digital tools is preventing advisers from making full use of technology, research from Platforum and Origo finds. The white paper.

In the paper, we present some insight into the latest research on Safe Withdrawal Rates for UK clients, a useful foundation for advising clients on how best to ensure their retirement pot doesn’t run out before they do. Download the report here. Guide to Platform Profitability. This guide is designed as an essential complement to other guides in the marketplace which support advisers.

Advisers operating after the retail distribution review will need to have an execution-only platform in order to gain a greater hold over clients' assets, according to platform consultants The.

Vitality Active Rewards research paper. New research study demonstrates significant increases in activity following introduction of Active Rewards. The Vitality Programme is the world’s largest behavioural platform linked to insurance, delivering a powerful set of tools and incentives to drive improved lifestyle health among members. With over 1.2 million members, Vitality UK is a leading.

The recommendations in this report are derived from a research project conducted by Platforum, a specialist team that focuses on the retail investment market. The aim of the research and the white paper is to go beyond the weighty demographics and business statistics that have characterised the recent slew of publications on intergenerational planning. I was keen to draw on the experiences of.

The Co-operative Bank p.l.c. is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (No. 121885).

According to a report last summer by Platforum, an industry group, for DFMs the biggest barrier to working with fund platforms was the range of funds available. Yet platforms do not want just any fund manager on their shelf. Bella Caridade-Ferreira, chief executive of Fundscape, says 70% of the UK platform market is adviser-led, in stark contrast to large parts of Europe, where there are more.

Supported the qualitative research effort across The Platforum's core publications as well for bespoke projects, interviewing financial intermediaries, leading fund selectors and product providers to gain in-depth industry insight for our reports. Was heavily involved in report writing and served as lead researcher and author of the UK Fund Distribution Guide, the annual European Fund.

We’ve thought about it. And we think that 2018 was the biggest year in platforms since RDR. Replatforming, corporate activity (four IPOs and an acquisition) and regulation formed an unholy trinity that saw some of our biggest names fall from grace and many providers running to stand still.

Despite these issues, the FCA’s paper found that recommended funds produced a better investment performance than non-recommended funds in general. Jeremy Fawcett, research director at Platforum.