/Platforms

State of the Platform Nation 2024/25

The authority on platform performance, segmentation, analysis, pricing and strategy.

WHAT IS IT?

State of the Platform Nation (SOTPN) is our annual go-to guide to (and deep dive into) the UK platform market. Insight and analysis is based on platform data for 2024, but also draws on our latest State of the Advice Nation research as well as data from Analyser, our research and due diligence system. It’s probably the report that we are best known for.

WHAT’S IN THIS EDITION?

  • platform trends in 2024
  • insight from analyser: what the advice professionals are looking for in a platform as well as what they think of different providers (service ratings)
  • bumper regulatory section
  • pricing section
  • platforms on a page

Want to hear more? Watch Mark and Rich chatting about this year’s report in the video below:

HOW CAN I GET IT?

Well, if you watched the video above you may already know the answer to this question, but for those of you who have skipped to the end of the page: 

Advice professionals will be able to access the report through their full Everything Analyser subscription. You’ll be able to view the report digitally as well as download a PDF copy if needed – you’ll also be able access previous editions directly from your dashboard. If you’re an insight subscriber you’ll have received instructions on how to access your copy.

Not an Analyser user? You too can get regular insight from the lang cat like this through our Everything plan. Find out more at https://www.langcatanalyser.com/.

NOTE: If you’re a provider, a wealth manager, a consultancy, or anyone other than a small to medium adviser firm, this won’t work for you. Get in touch and we’ll talk. Your organisation may in fact already have access to our stuff.

/ Additional reports

Smoothing the way

A white paper in partnership with Wesleyan which investigates smoothed funds and their relevance in today’s uncertain times.

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.