5 not out

So a big week for me and for the lang cat, although there’s no time to stop and reflect. Yes, this is one of those self-indulgent milestone blogs. Feel free to stop reading. It’s five years ago this week that I left corporate life and started out on what would become the lang cat. With […]

The exciting ever changing world of platforms

The exciting ever changing world of platforms. The current state of the UK platform market is as exciting as it’s been for a long while, and in our view there are some hugely significant changes taking place. Over recent weeks we have seen a number of platforms being rumoured as being up for sale, and […]

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.