Launch a secondary annuity market and then you can go out to play

For anyone even skimming HM Treasury’s consultation paper on the launch of a secondary annuity market, the lack of enthusiasm in its presentation was palpable. The press release and subsequent paper is permeated with the belief that for most people, sticking with an annuity is the right thing to do. It feels very much like […]

the lang cat recruits Mike Barrett from Old Mutual Wealth

Yes, you read it right. Big news and great times for us. The below is the text of a press release that’s going out today. We are very excited, but we’re sitting down so you can’t tell… The lang cat, Leith’s leading[1] independent platforms, pensions and investment consultancy is almost childishly excited to announce the […]

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.