by Callum Lawson-Gallagher | 25 April 2025 | UK D2C, UK Fund Distribution
The shift to solutions is an important theme in investment distribution and our latest UK D2C: Investment Distribution report finds evidence of flows moving in that direction. This is encouraging for the D2C services that have focused development in this direction,...
by Annalise Toberman | 17 January 2025 | UK Fund Distribution
Platforum hosted a breakfast roundtable on Tuesday, where we shared research highlights. The distribution specialists in attendance opined on the industry’s direction of travel. Ostensibly disconnected threads of conversation in fact had a seam in common: the issue of...
by Millie Bertola | 10 January 2025 | UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Fund Distribution, UK Wealth Management
The rise of young investors has emerged as one of the most exciting developments in UK investing in recent years. In 2024, 38% of 18-25-year-olds reported holding investments, the highest proportion across age groups. Most invest modest amounts (often less than...
by Richard Bradley | 20 December 2024 | UK Fund Distribution
As 2024 draws to a close, the £2.4tn UK retail investing market looks busier than ever: existing trends continue to play out and new regulatory, legislative and economic factors are layered on top. Total UK retail assets were 9.3% higher than last year – D2C leading...
by Richard Bradley | 27 March 2024 | UK Financial Advisers, UK Fund Distribution
In the FCA’s retirement income advice thematic review (TR24/1) published last week, we and others had expected more criticism of advisers’ less robust planning processes and the excessive use of drawdown instead of guaranteed products. Instead, the regulator...
by Mariam Pourshoushtari | 08 March 2024 | UK Financial Advisers, UK Fund Distribution
Inflation, higher interest rates, tax changes and Consumer Duty are all prompting advisers to revise their advice for clients in decumulation. Inflation has eroded retired clients’ spending power. Most advised clients can weather the challenges to their long-term...
