Jurisdiction(s):
United Kingdom

Key definition

Platforms definition

What does Platforms mean? In legal and advisory practice, platforms are online investment administration systems used by advisers and clients to manage portfolios across multiple tax wrappers and products from a single interface. The term is descriptive (not statutory), though the FCA Glossary defines the related concept of a “platform service.” Usage is broadly consistent across England & Wales, Scotland and Northern Ireland; in Ireland, similar services are regulated by the Central Bank of Ireland. Typical legal features include: custody via a nominee company (legal title held by the nominee; beneficial ownership with the client), dealing and settlement, consolidated reporting, rebalancing, model portfolios...

Law Firm Strategic Aims and Business Plan Framework: Investment, Governance, Risk and Compliance, Finance, People, Client Services, IT and Premises, with Next Steps and Quarterly Review

Published by a LexisNexis Practice Management expert

Precedents

1 Investing in the future (legal and commercial investments)

To capitalise on our firm’s core strengths, deliver outstanding client service, and elevate brand recognition and value
To allocate resource to the planned programme of activities so we continue to attract and retain top talent
To dedicate [ x ]% of turnover to reinforcing our business Platforms: operations, systems, risk management and environment

2 Governance/management

To evaluate the management structure and processes, and develop Options for consideration that streamline and strengthen the firm’s management
To review and reshape the focus, timing and management of senior meetings to emphasise strategic planning, innovation and appraisal of prepared proposals
To implement business planning for each legal service and operational area

3 Risk management

To progress agreed actions that raise risk awareness across the firm, supported by an open-door policy and a no-blame culture
To continue providing the Infrastructure, systems, training and support to manage regulatory requirements and comply with our sector-specific regulatory framework
To progress with

...

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Jon Whittle

Jon Whittle Consulting Ltd

Jon is a specialist in developing legal businesses using market intelligence and customer insight to implement successful programmes for change. He works with law firms to create sustainable growth alongside successful project management, implementing new technologies and evolving business operations. Jon has been working on the future of law firms for more than fifteen years, focusing on the strategies and tactics that help firms build real and defendable competitive advantage. Whilst working in a senior leadership role at LexisNexis he was also the architect and author of the widely read LexisNexis Bellwether Reports and is a recognised authority on how law firms can build and grow. Previously, Jon worked, for two decades, at board level, in some of the UK’s largest media companies, transforming traditional businesses into growth in the digital age. He now applies the fruits of this experience,...

Web page updated on 22/05/2026

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