SIGNAL TO NOISE: BARRIERS TO TRANSFER BUSINESS

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We’re not giving anything away when we say that the platform transfer market is not performing as well as it could for anyone involved. Individual transfers seem to tick along happily enough but, when it comes to the bulk movement of clients and their assets, the market’s arteries are well and truly furred up.

Key to the much-needed de-furring is getting past the noise to the real issues causing the blockages. Which is precisely what SIGNAL TO NOISE: BARRIERS TO TRANSFER BUSINESS is all about.

We worked with 95 adviser firms to get to grips with the issues constricting platform transfer business and how to fix them. We’re also extremely grateful to Joel Adams of LIFT-Financial and Rory Percival of Rory Percival Training and Consulting for sharing their views on how things can be done better.

NO BARRIERS TO DOWNLOADING

This paper is free to download above or you can view a flipbook here. That’s because it’s kindly sponsored by AJ Bell Investcentre. Clearly AJ Bell has a commercial interest in the topic, but it had no say in the analysis or commentary and we don’t say anything here that we wouldn’t say if we weren’t being paid.

One last thing. In a first for the lang cat, this paper has its very own playlist on Spotify. All will become clear as you work your way through…