Investment distribution research
Trusted by asset managers, life companies, technology providers and platforms. Our insights inform propositions, products and strategy.
What we do
Platforum delivers research on the retail investment distribution market in the UK and Europe. The key distribution channels covered are:
- UK Wealth Management
- UK Financial Advisers
- UK Adviser Platforms
- UK D2C (online services for self-directed investors)
- European Fund Distribution
Our research is made available through reports, analyst briefings and via bespoke projects.
How we do it
Platforum gains its valuable insights into the markets it studies through the use of in-depth interviews with the key players, carefully designed focus groups and frequent surveys of target professional and consumer markets.
You can access our findings in the ways that best suit your needs: regular reports, direct conversations with researchers and group briefings. You can buy reports on a subscription or one-off basis.
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Who would benefit from our research?
The types of companies that will benefit from our insights include:
- Direct platforms
- Asset managers
- Banks
- Pensions providers
- Insurance providers
- Technology providers
Some of our recent newsletters:
How IHT changes in the Budget will help life cos
The Budget introduces significant inheritance tax (IHT) changes that will impact financial advisers, platforms, wealth managers, and asset managers. Life insurers, however, may benefit most. Key IHT adjustments include: • Limiting pensions as IHT avoidance tools,...
Cross-border challenges for asset managers
Significant challenges for European asset managers – but also some green shoots – were revealed in Platforum’s recently-published European Fund Distribution: Routes to Market report. Net sales of European-domiciled funds have markedly improved since 2022 but...
Dear CEO: a dearth of one-off advice
The FCA’s latest Dear CEO letter landed last week and sent a shot across consolidators’ bows. But it was the part where the regulator yet again raises the issue of ongoing advice that caught our attention. The FCA has repeatedly expressed concerns that advisers...