Day: January 21, 2014

All hotting up – AXA Self Investor declares its hand

So here we go with the first of the week’s pricing launches in the direct platform space. AXA Self Investor (disclosure: ASI is a client of the lang cat) has been around for a wee while, but hasn’t really pushed it in the direct space; preferring to test out instead whether it could act as […]

All hotting up – AXA Self Investor declares its hand

So here we go with the first of the week’s pricing launches in the direct platform space. AXA Self Investor (disclosure: ASI is a client of the lang cat) has been around for a wee while, but hasn’t really pushed it in the direct space; preferring to test out instead whether it could act as […]

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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.

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Edinburgh,   EH6 6EX

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