UK Adviser Platforms

A subscription to this research stream gives access to six reports a year

Adviser platforms are the most significant channel for advised distribution, with 70% of advised flows in 2020 being placed on a platform. Our UK Adviser Platforms research is for those looking to better understand the data and trends within the adviser platform market. Our quarterly reports include analysis of platform assets and flows, adviser sentiment and key platform developments. Our survey of financial advisers gauges their views on the platforms they are using and populates our adviser platform user leaderboard.

Market Overview 

The state of the adviser platform market and where it is headed. How advisers are using platforms and their role in the advice process. How the use of platforms is changing as the advice market consolidates, professionalises and seeks greater business efficiency. How advisers decide whether to use a third-party platform, write business directly with discretionary managers/multi-asset providers or develop their own in-house solution. Platform data for Q4 2020 and update of adviser feedback including user reviews.

Spring Update 

Platform data for Q1 2021. Update of adviser feedback including user reviews.

Platform Selection 

How advisers shape their platform strategy and conduct due diligence on platforms. Updates on functionality offered by platforms and which services advisers are using and want to use. Strengths and weaknesses which prompt transfers between platforms and barriers to platform switching. Platform data for Q2 2021. Update of adviser feedback including user reviews.

Autumn Update 

Platform data for Q3 2021. Update of adviser feedback including user reviews.

Pricing

Comparisons and trends in platform pricing and predictions for future movements. With the rise of bespoke platform pricing and in-house platforms, where will platforms fit in the value chain?

UK Consumer Insights

A report looking at the behaviours and views of the end investor. Our consumer samples include self-directed investors, advised investors as well as non-investors. Available to all subscribers of our UK reports and packages.

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