Merry Christmas from the lang cat

Well, that’s pretty much it as far as work goes for 2010. It’s been a huge year for pensions and platforms. As more comes our way in 2011 I guess my wish for next year is that we find a way to get more people as motivated to sort out their financial lives as they […]

Merry Christmas from the lang cat

Well, that’s pretty much it as far as work goes for 2010. It’s been a huge year for pensions and platforms. As more comes our way in 2011 I guess my wish for next year is that we find a way to get more people as motivated to sort out their financial lives as they […]

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.