Trustnet Magazine 93 March 2023 | Page 65

Platforms & Pensions

What features do we really need from an investment platform ?

Our starting 11

You should get all these for between 0.25 and 0.45 % per annum :

09 10

11

Capability for buying , selling and switching funds , shares , bonds , investment trusts and so on
Administration and tax reporting
Portfolio / single aggregated view of investments

06 07

08

Tax wrappers such as ISAs and SIPPs
Customer support
A retirement drawdown service

02

03

04

05
Content , analysis , guides , best-buy lists and education
Tools , such as retirement planners and fund screeners

01

Portfolio analysis
Model portfolios
Advice
Issue 93 - March 2023 / 65 /