Platform Report 2021: Field of Dreams

FinalytiQ’s Platform Report 2021 ‘Field of Dreams’ is here!

Including our notorious Financial Performance Ratings.

The report focuses on the financial performance of the platform businesses, not their parents. We’ve trawled through numerous annual accounts and hundreds of data points to get a good picture of the financial health of the platform sector. And yes, the infamous FinalytiQ Financial Performance Rating is back! We’ve rated the platforms, and provided a summary of the financial health of each business. 

The past year seems to have flown by rather quickly. Blink and you may have missed some of the defining events in the platform space. Fear not, we’ve got you covered. Here we delve into the major shifts in the platform sector and share our thoughts on what the change means.

The pandemic revealed the disaster recovery plan of many platform providers for what it is; the equivalent of an emergency car kit which consists of a tartan blanket, a small box of tissues and a near-empty tin of Victorian travel sweets. Yet miraculously, the sector managed to weather the storm in a much better shape than the rest of the economy.

The report is for you essential reading if you are:

  • A financial planner – it provides a key part of platform due diligence
  • A platform provider – it enables you to keep tabs on the competition
  • An industry player – it provides key insights into the industry’s direction of travel

In conjunction with the release of this report, Abraham Okusanya will be hosting a webinar, discussing the findings of the Platform Report in further detail. More importantly, it’s a chance to tell us what you think

In conjunction with the release of this report, Abraham Okusanya will be hosting a webinar, discussing the findings of the Platform Report in further detail. More importantly, it’s a chance to tell us what you think!

The pandemic revealed the disaster recovery plan of many platform providers for what it is; the equivalent of an emergency car kit which consists of a tartan blanket, a small box of tissues and a near-empty tin of Victorian travel sweets. Yet miraculously, the sector managed to weather the storm in a much better shape than the rest of the economy.

The report is for you essential reading if you are:

  • A financial planner – it provides a key part of platform due diligence
  • A platform provider – it enables you to keep tabs on the competition
  • An industry player – it provides key insights into the industry’s direction of travel
Abraham Okusanya
Director
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

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