Richard Bradley

Platforum: Segmentation is not a dirty word

Too many advisers are overlooking the benefits and those that are doing it aren’t in the most effective – and regulatory sound – way A few years ago, we asked platforms to define their target markets.  Several came back with vague, catch-all statements such as “any clients with portfolios between £25,000 and £10m”. Hardly helpful. […]

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Richard Bradley: Which platforms are winning the functionality battle?

As the dust begins to settle following last month’s pension reforms, we are starting to see some differentiation in the platform market. Staff at platforms have been beavering away for months getting propositions ready for the reforms and now we are getting a flavour of the different approaches taken across the market. We have conducted […]