Calendar
Plaforum’s 2023 research reports, available individually or as part of a subscription, are detailed below. For more information, email enquiries@platforum.co.uk.
Most Platforum research reports are also supported by analyst briefings which are exclusive to subscribers. These provide an overview of findings and additional insights from Platforum analysts. Analyst briefings usually take place a few weeks after a report’s publication.
January - UK Consumer Insights
UK Consumer Insights
February - UK D2C: Market Overview
UK D2C: Market Overview
March - UK Financial Advisers: Advice in Decumulation
UK Financial Advisers: Advice in Decumulation
March - UK Adviser Platforms: Market Overview
UK Adviser Platforms: Market Overview
April - UK D2C: Investment Distribution
UK D2C: Investment Distribution
May - UK Adviser Platforms: Spring Update
UK Adviser Platforms: Spring Update
May - European Fund Distribution: Platforms
European Fund Distribution: Platforms
May - UK Wealth Management: Market Overview
UK Wealth Management: Market Overview
June - UK Financial Advisers: Investment Propositions
UK Financial Advisers: Investment Propositions
June - UK D2C: Market Update
UK D2C: Market Update
July - UK Wealth Management: Platform MPS
UK Wealth Management: Platform MPS
August - UK Adviser Platforms: Platform Selection
UK Adviser Platforms: Platform Selection
September - European Fund Distribution: Routes to Market
European Fund Distribution: Routes to Market
September - UK Financial Advisers: Market Overview
UK Financial Advisers: Market Overview
September - UK D2C: Investor Experience
UK D2C: Investor Experience
October - UK Adviser Platforms: Pricing
UK Adviser Platforms: Pricing
October - UK Wealth Management: Investment Distribution
UK Wealth Management: Investment Distribution
November - UK Adviser Platforms: Autumn Update
UK Adviser Platforms: Autumn Update
November - UK Financial Advisers: Planning Technology and Systems
UK Financial Advisers: Planning Technology and Systems
December - UK Fund Distribution: Annual Review
UK Fund Distribution: Annual Review