Our regular round-up of the latest insights on investment distribution
IHT strategies in the making
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...
‘Trust’ is a tricky business
Platforum hosted a breakfast roundtable on Tuesday, where we shared research highlights. The distribution specialists in attendance opined on the industry’s direction of travel. Ostensibly disconnected threads of conversation in fact had a seam in common: the issue...
Young investors on the rise: Opportunities for the future
The rise of young investors has emerged as one of the most exciting developments in UK investing in recent years. In 2024, 38% of 18-25-year-olds reported holding investments, the highest proportion across age groups. Most invest modest amounts (often less than...
Navigating the investment boom: how UK retail investing is evolving at the start of 2025
As 2024 draws to a close, the £2.4tn UK retail investing market looks busier than ever: existing trends continue to play out and new regulatory, legislative and economic factors are layered on top. Total UK retail assets were 9.3% higher than last year – D2C...
Advisers are addressing tech integration woes by using fewer systems
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,...
Wealth managers’ funds-of-funds in the doldrums, but not if the price is right
There are many reasons why wealth managers may want to wrap portfolios into a unitised/fund structure: an expanded investment universe, simpler distribution, streamlined reporting, better control of charges and fewer CGT headaches. But unitised portfolios have been...