Plexit: How hard is it to leave your platform for another?

Charlene Young, Senior Technical Consultant – AJ Bell

Charlene looks at the barriers faced by advisers when looking to switch platforms for existing clients. She goes on to describe the measures she would like to see implemented to assist advisers with the process, and explains what AJ Bell is doing to help.

Charlene was a speaker at AJ Bell’s On the Road tour, held in March 2019.

The value of investments can go down as well as up and your client may not get back their original investment.

For professional advisers’ use only.

Not to be used by retail clients.