4th June 2013

Platforms arriving for a client near you

As many of you will know we have a great working relationship with ‘My Touchstone’ which provides advisers with unique insights into trends in their market. 

We thought you would be interested in the latest set of data relating to platform usage at the end of Q4 2012 made up of the UK population of Financial Advisers

• 175 Intermediaries started using platforms for the first time in Q4 2012 up from 120 in Q3 2012
• 246 Intermediaries placed all of their business via platforms in Q4 2012 up from 218 in Q3 2012
• 9,241 Intermediaries placed all of their business "off" platform in Q4 2012 up from 7,723 in Q3 2012
• "On" platform new business via Intermediaries was £3.8bn in Q4 2012 (21% of the Intermediary market), up from £3.0bn in Q3 2012
• "Off" platform new business via Intermediaries was £14.1bn in Q4 2012 (79% of the Intermediary market), up from £12.9bn in Q3 2012

MyTouchstone is the first truly collaborative marketing database ever constructed by the adviser sector. Powered by the collective sales data of 77 major product providers, it gives you, the adviser, an unprecedented insight into your market-place, national and local, very local.

Sales data is further enhanced with inputs from thousands of advisers, creating an information source that can transform the way you promote and run your business. A great example is Investor Hotspots  please check this and other links out, we think you will be surprised at what you can find out via a click on your mouse. 

Wraps & Platforms