/ Advice and planning

HomeGame 4 – complete!

Thank you to all of those who made it to our beautiful venue at Patina in Edinburgh and to those who joined us online!

There will be more content available from the sold out, standing room only event soon, but in the meantime here are some useful bits and pieces:

Behind the scenes, we’re now busy picking out some of the highlights of everything we discussed as part of a post-event roundtable. Keep an eye out for all of our follow-up content over the next couple of weeks.

/ Blogs

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.