Why attend?


Platforum ID is the only conference in the market run by investment distribution experts, for investment distribution experts.

Catering to over 150 delegates from across the retail investments sector. Platforum is the leading research and consultancy on retail investment distribution. This event combines Platforum’s expert insights and market-leading data with expertise and input from leaders in retail investment distribution. 

In 2018 this event catered specifically to distribution practitioners. A separate event, Platforum for Advisers, will address the financial advice community in October 2018.

In 2018 Platforum ID  offered 3 content streams covering:

  • UK Investment Distribution 
  • D2C & Digital Investing
  • European Fund Distribution


Register Interest for 2019

UK Investment

  • How to stand out when everyone looks the same – what are the differentiators?
  • How to demonstrate value in an environment of increasing investor price sensitivity?
  • The potency of big data in an open banking environment
  • The future of financial advice
  • The changing role of technology providers
  • Opportunities and risks: How to crack decumulation

D2C & Digital

  • Blurred lines between the different digital investing services: What’s happening in the D2C space?
  • Can D2C break-out? Will D2C service a wider market, or remain the reserve of active engaged investors?
  • Mobile upgrade. The increasingly mobile consumer and how companies are evolving in response
  • How are we developing mobile propositions? What do clients want? Emerging best practice
  • Open banking and the next generation of digital personal financial management

European Fund

  • The state of open architecture in Europe 
  • Six months into MiFID II: what has changed for open architecture?
  • Seeing clearly post-MiFID II: A clean world or an alphabet soup of share classes?
  • Opportunities and threats for post-MiFID II fund distribution


What our delegates say

Very or fairly satisfied with Platforum 2016
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What our delegates say

Of delegates felt that their objectives were met at Platforum 2017
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What our delegates say

Of delegates felt that Platforum is the brand to get an independent industry view
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Really enjoyed the conference, but also the outputs through the year. A great engaging team. Well done.
David Greenall, Head of IS Digital, Distribution, Individual & Investments, Canada Life
It is one of the very best conferences in the UK each year without fail. Well organised, thought through, timely and a level of care and attention not often achieved for speakers, panellists and delegates.
Samantha Seaton, CEO, Moneyhub Enterprise
Platforum brings together the optimum blend of industry practitioners and thought leaders to deliver what is current and relevant for advisers and their clients.
Ryan Rajkumar, Head of Financial Institutions, UK & Ireland Wholesale - UBS Asset Management
Attending Platforum ID is a privilege and I am delighted to be able to…update delegates on our progress to date, the struggles of developing digital within a large traditional organisation and what we see as a very digital future.
Magnus Wheatley, Managing Director, Charles Stanley Direct

2017 Highlights

What can you expect from Platforum ID? Take a look for yourself and make sure you are registered to attend on Wednesday 4 July 2018.

Don't forget that if you register before Friday 13 April 2018 you can save £200!

Contact us

Speaking enquiries
Amy Radley
T: 020 7970 4735
Email Me
Registration enquiries
Emma Bower
T: 020 7970 4171
Email Me
Sponsorship enquiries
Rawle Calder
T: 020 7970 4165
Email Me
Sponsorship enquiries
Jamaal Duncan
T: 020 7943 8015
Email Me

2018 Sponsors









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Networking Partner

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Media Partner

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