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‘Disruption for advisers’: The outlook for platforms in 2022

By Jessica Tasman-Jones, 7 Jan 22

From M&A to tech integration, investment platform professionals give their views on the year ahead

Mark Polson, principal, The Lang Cat
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Mark Polson, principal, The Lang Cat

“After years of regulatory change and a late-pandemic flurry of corporate activity, most platforms will be looking forward to getting back to the day job and doing the basics well – something that planners have clamoured for.

“Mixed in there, though, is a challenge for those platforms who’ve experienced ownership changes to get their transitions right, learning from the scars of those who have gone before. Mixed in there is the existential question of who platforms benefit.

“The Consumer Duty regulation – while still at consultation stage – is a fundamental and necessary challenge for a sector which sees itself as business-to-business but which has a massive impact on consumer outcomes.”

Tags: 7IM | Praemium | The Lang Cat

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.