/ Advice and planning

HomeGame 5? Completed it, mate.

Okay, so perhaps I’m not as down with the kids as the title may suggest, but there were so many more young people at this event than we have had before! Over the course of the day the interest from the new to the industry attendees in financial planning as a career increased to 80%. That’s got to be a good sign.

Fantastic speakers, and the incredible set piece of Financial Planning LIVE. Will we do it again in London? Only time will tell.

Look out for round up blogs and more content coming out on our website in the coming weeks as we comb through the content picking out highlights to share.

In the meantime, here are some useful bits and pieces:

  • More coming about the jobs announced at the end of the day for the new to industry attendees.

  • CPD certificates will be issued very soon.

  • The JustGiving page for our charity partner The Samaritans, please do make a donation if you can!

  • The gallery of professional photos below (more to come):

/ 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.