When it comes to the LoA process, our good friends at Origo asked us to qualify the state of play today, to identify what’s good and what needs fixing.
We surveyed more than 200 advisers to help us assess the problem and also conducted more in-depth interviews with advice firms to explore some of the themes in detail.
The resulting paper that Origo produced is intended to highlight the problems in the process, the scale of them, and what a better future could look like.
The second edition of the report alongside Parmenion, this time with a focus on transfer times.
Our second wave of research with Royal London looking at how consumers and advisers define value.
The Q3 2024 version of our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives.
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.
