What we do

A platform is the name for the technology and services that allow your financial adviser to manage different types of investments and tax wrappers in one place. Managing your account online makes it easy for you and your adviser to keep track and control over your money. This flexibility and control are key elements in making sure that you achieve the type of retirement lifestyle you are aiming for.

There are two main stages to saving on a platform: growing your savings throughout your working life and then taking income as you move into retirement. Through both stages, the types of investments you need to achieve your financial goals may be different. The services and tax wrappers you require should also vary.

A platform offers access to a range of investment types, as well as different tax wrappers to enable your adviser to manage your affairs efficiently. The new ‘pension freedoms’ regulations allow greater flexibility in managing your retirement savings. As your need for income changes over time, the Radiant platform allows your adviser to manage this new flexibility to deliver the retirement you expect.