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UK adviser platforms increasingly about pensions

by Lottie Bussell-Ahern | 21 November 2023 | UK Adviser Platforms

UK adviser platform net flows were down significantly in Q3, despite gross flows being marginally up. Money is therefore still making its way onto platforms, but withdrawals have continued to rise, according to our latest UK Adviser Platforms: Autumn Update report....

How Consumer Duty is already affecting adviser platform pricing

by Lottie Bussell-Ahern | 13 October 2023 | UK Adviser Platforms

Consumer Duty has forced adviser platforms to take a long hard look at their charging practices. They will need to keep looking, according to our latest report for Platforum subscribers, UK Adviser Platforms: Pricing. Responding to the FCA’s Consumer Duty initiative...
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