Mon - Fri 09:00-18:00 020 3463 8836

Guide to Investment Platforms

Guide to Investment Platforms

Guide to Investment Platforms Download

In a relatively short space of time, the Internet has changed the way we run our lives. We now bank online, shop online, book our holidays online, and communicate with our friends online. However, the Internet and financial technology are also changing the way we invest our savings.

Technology, in the form of investment platforms, has reinvented the way we invest and you now have far more flexibility and choice available at your fingertips. In the past you might have held pension plans with multiple pension providers, unit trusts with different fund managers, and ISAs with various banks. If you wanted to find out how your investments were performing, you had to contact each provider in turn and wait for paper valuations to arrive in the post.

The Internet and financial technology have changed this. In this guide we will explain how investment platforms give you more control over your investments, allowing you, and your adviser, to manage your investments in real time and in one place.

Disclaimers:

The value of investments and the income they produce can fall as well as rise, you may get back less than you invested.

98% of protection insurance claims presented in 2017 were paid out upon claiming2. BOOK YOUR REVIEW UK insures pay out £9.9m every day for protection policies. BOOK YOUR REVIEW £89.35 statutory sick pay is only £89.35 per week for a period of up to 28 weeks. BOOK YOUR REVIEW £68,000 the average value of critical illness claims paid in 2016 was £68,000. BOOK YOUR REVIEW 40% Inheritance Tax (IHT) is applied on assets worth over £325,000 BOOK YOUR REVIEW 8.9 of every 1,000 opposite-sex marriages end in divorce BOOK YOUR REVIEW £33,904 is the annual cost of residential care in the UK, this can rise for more complex needs BOOK YOUR REVIEW £63,224 is the average cost of raising a child between 1 and 4 (discounting private education) BOOK YOUR REVIEW £40,000 Those who receive financial advice accrue an average of £40,000 more than their counterparts BOOK YOUR REVIEW £231,843 According to research, raising a child costs an average of £231,843 BOOK YOUR REVIEW £6,000 2017 studies show that retirement income is more than £6,000 per year higher for those who plan ahead with an adviser BOOK YOUR REVIEW 137m working days were lost due to sickness or injury in the UK during 2016 BOOK YOUR REVIEW 50% of UK citizens born after 1960 will be diagnosed with a form of cancer at some point in their lifetime according to Cancer Research UK BOOK YOUR REVIEW