by Richard Bradley | 04 March 2022 | UK Financial Advisers, UK Fund Distribution
We have seen a steady evolution in UK financial advisers’ propositions since pension freedoms with a tightening up of processes for clients in decumulation. This has included more cash flow planning, and greater emphasis on performing fuller and more proactive annual...
by Mariam Pourshoushtari | 03 December 2021 | UK Financial Advisers
What tech set-up would financial advisers ideally want if they could start again with a clean slate and no legacy systems? That was the hypothetical question we asked for Platforum’s latest report, UK Financial Advisers: Planning Tools and Systems. We gave them four...
by Richard Bradley | 05 November 2021 | UK Adviser Platforms, UK Financial Advisers
It’s getting harder to benchmark adviser platforms on price. Platforms’ rate card pricing structures are relatively simple in isolation, but it’s nigh on impossible to compare multiple platforms directly – tiers, bands, flat fees, ad valorem fees all kick in at...
by Danby Bloch | 29 October 2021 | UK Financial Advisers
The post-budget landscape features much higher inflation and taxes – both of which will challenge investors looking for income from their pensions and other investments. Their asset managers, wealth managers and financial advisers now need to take stock and see...
by Richard Bradley | 01 October 2021 | UK Financial Advisers
Tax planning is a key feature of advisers’ propositions. It’s a major value-add for clients and helps justify advisers’ annual charging business model – as we discuss in the latest report from Platforum UK Financial Advisers: Market Overview. This looks set to...
by Mariam Pourshoushtari | 17 September 2021 | UK Financial Advisers
The advice market has suffered from capacity constraints in recent years, with an apparent excess of demand over supply. Adviser numbers have been growing steadily, but the pandemic has stalled progress and recruitment continues to be a challenge for advice firms of...