Lurking at the Gherkin…

Platform

Lurking at the Gherkin…

It’s been a busy week this week.  We’ve been finalising our new Platform database, which tracks platform assets and flows.  We’ve now got seven and a half years’ history in the database and we’re starting to roll it out to platforms.  Our first visit was to the market intelligence team at Cofunds who have already subscribed to the database (it’s a steal!) and we’re making appointments with other platforms.  Please get in touch if you’d like to know more.

There’s a lot of interest around our confidential reports, so we’ve been working on enhanced security measures, particularly for the Platform Report.  We’ve decided to go down the digital certification route which means that only users that have been certified by us will be able to read, copy or print the report.  These features will make it impossible to transfer the report to non-authorised people electronically.  We’ll be contacting all platform report subscribers to take them through the process of getting themselves a digital ID either individually or as a company.

Most of the time lunch is eating a sandwich at our desks, but Wednesday saw us lunching with the Skandia team at Skylon at the Royal Festival Hall. The food was delicious, and we washed it down with Italy’s finest sparkling… water. We all had to work in the afternoon.

The rest of the week was a whirlwind of meetings.  We’ve had various with the Matrix Solutions team to finalise the roll-out of the Distribution Report to financial advisers through the www.mylocaladviser.co.uk site and a hard-copy mailing to the top 250 financial advice firms in the country.  We also spent some time defining the scope of our top 100 distributors analysis which will be featured in the FT Adviser magazine sometime this autumn.

Last but not least was the lovely David Tiller from Standard Life on Thursday, who brought us up to date on Standard Life’s take on the platform world and where he sees the platform and the industry in five years’ time.  By the way, if you’re visiting the Gherkin, it pays to get there ten minutes early as the security measures are on a par with Heathrow’s… from photo ID to bag scanners.