Three SOTAN findings that took us by surprise

Amid all the data in the latest wave of SOTAN, there were a few results – from paraplanning to AI – that made us sit up and take notice.

Financial services insight and communications. Delivered with impact. By people who really know their stuff.

/ RESEARCH & CONSULTANCY

Independent intelligence

Platforms are our heartland, but we’re about much more than that. Expect agenda-setting insight and analysis, regular market reporting and bespoke insight. Powered by our 1,300-strong adviser panel.

/ PR & COMMUNICATIONS

Comms & PR, but better

If you’ve got something complex to say you need an agency who understands PR and the topic. That’s us. From media to marcomms, we’re the people you wish you’d hired in the first place. 

/ REGULATORY & PUBLIC AFFAIRS

Engagement and influence

We can help you take the opportunity to shape regulation, mitigate regulatory risk or simply be seen to influence the debate both within the financial services sector and beyond.

/ Analyser

Platform and MPS suitability and due diligence simplified

  • Save time every time you complete due diligence
  • Evidence your client suitability
  • Use our tried and tested, Consumer Duty ready process

/ Research

State of the advice nation

Now in wave 6, State of the Advice Nation (SOTAN) is the UK’s best insight into the UK advice profession, taking a sentiment-led approach to data.

What do we mean by that? Well, there’s no point finding out what people do and what they pick without trying to find out why.

/ Featured blog post

/ Clients

/ Analyser

Platform and MPS comparisons, suitability and due diligence simplified

  • Save time every time you complete due diligence
  • Evidence of your client’s suitability
  • Use our tried and tested robust and quickly repeatable process
Impact of poor service

/ White papers

The Impact of Poor Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

/ White papers

Answering the Call

Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.