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.

UK Wealth Management

UK Financial Advisers

UK Adviser Platforms

UK D2C

European Fund Distribution

UK Consumer Insights

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

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