Day: February 24, 2014

Pension transparency FTW

Nothing to do with platforms for a change… We were heartened – heartened I say – by the news today that investment providers to pension schemes will be forced to disclose all charges; not just the highly dubious headline Annual Management Charge (AMC). For those unaware, investment funds incur a load of costs over and […]

Pension transparency FTW

Nothing to do with platforms for a change… We were heartened – heartened I say – by the news today that investment providers to pension schemes will be forced to disclose all charges; not just the highly dubious headline Annual Management Charge (AMC). For those unaware, investment funds incur a load of costs over and […]

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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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