Adviser platform assets hit £683 billion, showing growing market confidence despite ISA sales drop.

Adviser platform assets have surpassed £683 billion, with net sales reaching £3.1 billion despite a rise in lump sum withdrawals. Quilter, Aviva, and Transact lead the market. Sales growth indicates a shift in financial strategies and increased confidence in the market, though ISAs saw negative sales of £860m. The upcoming inheritance tax changes for pensions may further impact investment patterns.

November 15, 2024
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