Events

Analyst briefings calendar 2022

Platforum research reports are supported by analyst briefings which are exclusive to subscribers. These provide an overview of findings and additional insights from Platforum analysts. Face-to-face briefings provide an opportunity to meet and gain perspective from industry colleagues.

Upcoming briefings are detailed below – to attend email enquiries@platforum.co.uk.

UK Wealth Management

UK Financial Advisers

UK Adviser Platforms

UK D2C

European Fund Distribution

ESG/CI

20 January - UK Consumer Insights

UK Consumer Insights

When: Thursday, 20 January at 10:00am (GMT)

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

24 February - UK D2C: Market Overview

UK D2C: Market Overview

When: Thursday, 24 February at 10:00am (GMT)

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

17 March - Impact of ESG on UK Fund Distribution

UK D2C: Market Update

When: Thursday, 17 March at 10:00am (GMT)

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

24 March - UK Financial Advisers: Advice in Decumulation

UK Financial Advisers: Advice in Decumulation

When: Thursday, 24 March at 10:00am (GMT)

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

31 March - UK Adviser Platforms: Market Overview

UK Adviser Platforms: Market Overview

When: Thursday, 31 March at 10:00am (London, BST)

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

12 May - UK D2C: Investment Distribution

UK D2C: Investment Distribution

When: Thursday, 12 May at 10:00am (London, BST)

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

26 May - European Fund Distribution: Platforms

European Fund Distribution: Platforms

When: Thursday, 26 May at 10:00am (BST)

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

9 June - UK Wealth Management: Market Overview

UK Wealth Management: Market Overview

When: Thursday, 9 June at 10:00am (London, BST)

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

7 July - UK D2C: Market Update

UK D2C: Market Update

When: Thursday, 7 July at 10:00am (London, BST)

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

1 September - UK Wealth Management: Platform MPS

UK Wealth Management: Platform MPS

When: Thursday, 1 September at 10:00am (BST)

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

8 September - UK Adviser Platforms: Platform Selection

UK Adviser Platforms: Platform Selection

When: Thursday, 8 September at 10:00am (London, BST)

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

29 September - European Fund Distribution: Routes to Market

European Fund Distribution: Routes to Market

When: Thursday, 29 September at 10:00am (BST)

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

6 October - UK Financial Advisers: Market Overview

UK Financial Advisers: Market Overview

When: Thursday, 6 October at 10:00am (BST)

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

10 October - UK D2C: Investor Experience

UK D2C: Investor Experience

When: Thursday, 10 October at 10:00am (London, BST)

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

3 November - UK Adviser Platforms: Pricing

UK Adviser Platforms: Pricing

When: Thursday, 3 November at 10:00am (London, GMT)

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

10 November - UK Wealth Management: Investment Distribution

UK Wealth Management: Investment Distribution

When: Thursday, 10 November at 10:00am (GMT)

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

8 December - UK Financial Advisers: Planning Technology and Systems

UK Financial Advisers: Planning Technology and Systems

When: Thursday, 8 December at 10:00am (GMT)

Where: Webinar (you will be emailed a link to the event upon registering your interest)

Presenters: TBC

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