Our Initiatives

Driving innovation and excellence across the platforms ecosystem

The Platforms Association is delivering a suite of practical industry-wide initiatives to enhance member capabilities, foster collaboration and strengthen the sector’s competitive position. Our initiatives are addressing some of the most pressing operational, technological and market challenges facing platforms today.

PEAK Regulatory Radar & Tracker

Your early warning system for regulatory change. Delivered in partnership with Altus Consulting, PEAK provides continuous monitoring of legislative and regulatory developments, expert impact analysis, early consultation warnings and coordinated response mechanisms. Stay ahead of FCA and policy outputs with intelligence that enables proactive compliance.

The Retail LTAF Distribution Group (RLDG)

A unique collaboration between The Platforms Association and The Investment Association enabling the distribution of Long-Term Asset Funds through retail platforms. The RLDG addresses platform operational readiness, ISA legislative frameworks and regulatory alignment to ensure LTAFs can be effectively integrated within Stocks & Shares ISAs while maintaining appropriate consumer protection.

PA Devs

Connecting platforms with cutting-edge FinTech, RegTech and WealthTech innovation. PA Devs facilitates proof-of-concept testing, showcases emerging technologies and enables collaborative evaluation of solutions that transform platform operations. Through structured engagement with technology providers, members can identify and adopt innovations that drive efficiency, create market opportunities and enhance customer outcomes.

Threat Intelligence Networking & Sharing

A real-time threat intelligence and coordinated information sharing programme. This industry-wide service provides members with timely security alerts, threat intelligence sharing and expert guidance. By pooling intelligence and resources, the network strengthens the sector’s collective cyber resilience and protects the millions of investors who depend on platform services.

Bereavement Operations Excellence

Handling bereavement is one of the most sensitive customer journeys for any organisation. It requires compassion regulatory compliance and operational efficiency, yet the process is often complex and time-consuming. Through our collaboration with EstateConnect, we’re helping members simplify bereavement workflows by bringing everything together in one secure platform.

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High value industry benchmarking reports

Comparative intelligence that drives performance improvement.

Delivered in partnership with industry-leading consultancies, our comprehensive sector-specific benchmarking reports provide members with confidential insights into operational metrics, cost structures, customer outcomes, and competitive positioning – enabling evidence-based decisions and continuous improvement across the sector.

Our benchmarking report program covers critical areas including operational efficiency and technology investment, distribution landscape analysis for discretionary fund managers and managed portfolio services, and AI adoption maturity across the platforms ecosystem. We also assess financial crime prevention frameworks – examining detection capabilities, control effectiveness, and technology deployment to help members strengthen defences against fraud and money laundering while managing compliance costs proportionately. Our cybersecurity benchmarking evaluates security posture, resilience capabilities, incident response readiness and third-party risk controls, providing actionable intelligence to enhance cyber resilience and protect investor assets.