State of the Platform Nation 2025/26

The latest edition of State of the Platform Nation is available on Analyser for subscribers.

Our fourteenth iteration of State of the Platform Nation is out now!

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 2025, 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 we are best known for.

WHAT’S IN THIS EDITION?

  • platform trends in 2025
  • insight from analyser: what advice professionals are looking for
  • pricing section
  • platforms on a page

HOW CAN I GET IT?

Advice professionals will be able to access the report on Analyser through their full Everything Analyser subscription. You’ll be able to view the report digitally as well as download a PDF copy if needed. In addition to this, 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

Q4 Platform market scorecard

Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter. In particular, it covers platforms and DFM model portfolio services.

New Blood report 2026

Financial planning needs new blood. Yet as a career, that prospect appeals to very few young people today.

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.