Alright you lot, it’s Steve here subbing in for the right honourable Mr Polson, who is off work navigating a nasty bout of the East-of-Scotland-despite-being-double-jabbed-covid. He’s at home with the family consuming a ferocious volume of Lucozade and Netflix and we wish him our very, very best as he gets over the shivers, dizziness and […]
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.
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.
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.
