/Platforms

Platform pricing prophecies

It won't have escaped your attention that the platform sector has been ALIVE with price cuts in recent years.

July 2015

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It won’t have escaped your attention that the platform sector has been ALIVE with price cuts in recent years. It’s all been a result of the following equation: RDR + competitive pressure + focus on due diligence process + significant migration of assets to platforms.

And this is all rather important because the vast majority of new advised business (and direct for that matter) is now being written on platforms. Which means that what ‘PEOPLE’ are paying for platforms is in effect what PEOPLE are paying for custody of their investment products, period.

So, with the aim of predicting how things are going to develop over the next decade, we take you on a visceral journey through the past, present and future of platform pricing. Which, some would argue, really looks into the future of all investment product charging in the UK. Maybe even the world. Maybe not.

By downloading this paper you are going to get:

  • The evolution of custody costs (that’s what we call platform charges, by the way).
  • Contraire views from us on conventional assumptions.
  • Focus on company financials.
  • The future of custody costs.
  • Platform-by-platform trolling (but we’re nice, honest).
  • Our future predictions.
  • A sense of otherworldly wellbeing.

/ Additional reports

State of the advice nation

State of the Advice Nation is the UK’s best insight into the UK advice profession, taking a sentiment-led approach to data. Wave 6 is now available.

The meaning of value

The meaning of value

We’ve worked together with Royal London to understand what customers actually value.

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.