Bosh, bish, the end of commish

Busy week this week. Now the FSA have only gone and published their latest Consultation Paper (CP) on the treatment of legacy assets as far as commission and adviser charging are concerned. The paper’s title is CP11/26 and it turns out to be rather important. First off, if you’re looking for it you can find […]

Bosh, bish, the end of commish

Busy week this week. Now the FSA have only gone and published their latest Consultation Paper (CP) on the treatment of legacy assets as far as commission and adviser charging are concerned. The paper’s title is CP11/26 and it turns out to be rather important. First off, if you’re looking for it you can find […]

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.