The chancellor is betting big that pension schemes will buy into the government’s plans to drive investment in UK economic growth.
Mike Barrett takes over today’s #Update to share some insights from the second annual ‘Meaning of Value’ report, commissioned by Royal London and launched earlier in the week.
Share your thoughts and experiences of the direction of the advice profession – but you haven’t got long to make your views count.
Ben Peele at PortfolioMetrix notes a shift in the way advice firms are working with DFMs away from the usual bespoke service.
Steve will be joined by Sarah Lyons of Parmenion and guests from the advice community at 10am on 10 December. Save your spot here.
It’s time for the second edition of Parmenion’s Impact of Poor Service report. We’ll talk through the findings of this new report, how they compare with last year’s and how the profession can help.
Join Tom and industry expert Andrew Tully live on 26 November at 10am, where they’ll uncover the key findings of the Nucleus 2024 UK Retirement Confidence Index. More details here.
On November 28, Mike and Jamie Jenkins, Director of Policy, Communications, and External Affairs at Royal London, discuss the latest insights from the second annual research report on ‘The meaning of value’ and highlight how we can view value in a new light. More here.
Following the success of our AdviceTech Catwalk in June this year, we’re taking to the Catwalk once more, this time slightly earlier in June, in London. Add the date to your diaries and look out for more details very soon…
We’ll be bringing the #langcatlive tour back to Kings Place on 6 Feb. More information is on our event page. Details forthcoming very soon…
Now in wave 6, State of the Advice Nation (SOTAN) is the UK’s best insight into the UK advice profession, taking a sentiment-led approach to data.
What do we mean by that? Well, there’s no point finding out what people do and what they pick without trying to find out why.
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.
