Platforum

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The Platforum is a research and advisory business which specialises in retail distribution and investment platforms

With a strong qualitative and analytical focus, our research helps fund managers, platforms, life companies and distributors understand markets today as well as plan for the markets of tomorrow. Our research builds on the more traditional quantitative approach and adds the analytical approach and projections usually associated with a management consultant’s report.

In the UK our key publications include the UK Adviser Guide, the Direct Platform Guide and the Workplace Savings Platform Guide. We also annually publish guides to open architecture distribution and platforms for the European and Asian markets. Details can be seen on our website www.platforum.co.uk.

Learn more
  • The Platforum

    The Platforum

    A research and advisory business which specialises in retail distribution and investment platforms

    main_tab.jpg

    The Platforum is a research and advisory business which specialises in retail distribution and investment platforms

    With a strong qualitative and analytical focus, our research helps fund managers, platforms, life companies and distributors understand markets today as well as plan for the markets of tomorrow. Our research builds on the more traditional quantitative approach and adds the analytical approach and projections usually associated with a management consultant’s report.

    In the UK our key publications include the UK Adviser Guide, the Direct Platform Guide and the Workplace Savings Platform Guide. We also annually publish guides to open architecture distribution and platforms for the European and Asian markets. Details can be seen on our website www.platforum.co.uk.

    Learn more
  • UK Research

    UK Research

    A quarterly publication providing insight into the adviser platform market

    UK Research

    The UK Adviser Guide is a quarterly publication providing insight into the adviser platform market: the players, adviser feedback and our own views. We also track on-going adviser trends such as product, investment and platform preferences.

    The Direct Platform Guide examines UK open architecture direct distribution. Who are the major players, what are the current themes and where is the market heading? The 'consumer' section of the report uses research from Ipsos MORI, Consensus Research and readers of The Telegraph to build up a picture of the number of private investors and their preferences and we ‘road test’ a number of direct platforms.

    The Workplace Savings Platform Guide provides insights into the developing corporate savings market for those wishing to understand the shifting sands in investment via the workplace. The report looks at the players involved, the technology, auto-enrolment and adviser and employer preferences.

    ‘Stickman’ is a top-to-bottom look at UK retail distribution specifically aimed at fund managers wanting to get to grips with the market; examining consumers, use of advisers, platforms, centralised investment propositions, investment strategies and charges throughout the value chain. Learn more

  • Events

    Events

    Conferences, road shows, seminars and networking sessions on platforms and retail distribution topics.

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    Events

    The Platforum holds a number of events including conferences, roundtables, seminars and networking sessions on platforms and retail distribution topics.

    Our Annual Retail Investment Conference, held in London each October, is the UK’s leading conference on investment platforms and retail distribution, bringing together industry heavyweights for an engaging look at the changing dynamics in the market.

    Every summer we hold our Platforum D2C + Digital Conference– where the leading technology providers in the personal investing arena strut their stuff to providers looking to spruce up their offerings.

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