/Platforms

A game of life and retirement income functionality

In this paper we look at how the platform sector manages withdrawal strategies

Throwing all we know about customer demographics, platform data and adviser views into the mix, it’s clear to us that managing withdrawal strategies is going to be a huge deal for the platform sector for the foreseeable future. Yet, our research continues to show us that there are bigger-than-you-think variations across the market in how platforms facilitate customer income. Our paper looks at these issues in detail. You’ll find a breakdown of whether each of the main platforms do (or don’t do) lots of different things, a comprehensive look at the kind of questions we reckon adviser firms will be asking platforms when they do their research and all the usual bad jokes you’ve come to know and tolerate.

It’s one of those free ones

This paper is free to download as you please. And that’s because it’s kindly sponsored by Zurich. Clearly the good people at the Zurich platform have a commercial interest in the topic, but it had no say in the analysis or commentary and we don’t say anything here that we wouldn’t say if we weren’t being paid. We say this every time we put out a sponsored piece but it doesn’t make it any less true.

/ Additional reports

Q4 Platform market scorecard

Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter.

Impact of poor service

/ White papers

The Impact of Poor Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

/ White papers

Answering the Call

Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.