by Mariam Pourshoushtari | 14 February 2025 | UK Financial Advisers
The pension inheritance tax changes were front of mind for many advisers in Platforum’s recent roundtable discussions. Advisers are grappling with the most significant changes to their tax planning strategies since pension freedoms. As one adviser succinctly put it,...
by Mariam Pourshoushtari | 06 December 2024 | UK Financial Advisers
Advisers are fed up that their technology isn’t joined up. But this problem of poor integration is gradually improving as we reveal in our latest report UK Financial Advisers: Adviser Technology. Poor systems integration is a longstanding bugbear for advisers, because...
by Mariam Pourshoushtari | 27 September 2024 | UK Financial Advisers
Advice firms look after more clients and more assets than ever before. Contrary to popular belief, adviser numbers have risen since 2016, although much too slowly to keep pace with demand. Despite economic and regulatory challenges, advice business has proved to be...
by Mariam Pourshoushtari | 14 June 2024 | UK Financial Advisers
Discretionary model portfolios run by third-party wealth managers are now the leading investment strategy among financial advisers and the default solution for many of them. Since 2020, their share of advised assets has doubled, according to Platforum’s latest...
by Mariam Pourshoushtari | 08 March 2024 | UK Financial Advisers, UK Fund Distribution
Inflation, higher interest rates, tax changes and Consumer Duty are all prompting advisers to revise their advice for clients in decumulation. Inflation has eroded retired clients’ spending power. Most advised clients can weather the challenges to their long-term...
