/Platforms

We have trust issues: Barriers to using investment companies on platforms

Good news first: adviser use of investment companies is increasing and very nearly hit the beautiful billion pound mark in 2017.

The fact is that something is keeping advisers from truly embracing investment companies, or closed-end funds, (investment trusts, venture capital trusts and offshore investment trusts).

This paper is all about identifying those barriers and determining which are real and which are founded on myths and misunderstandings. You might be surprised at some of our findings!

Grounded in exclusive lang cat data, in-depth analysis and our regular discussions with advisers, whether you work with investment companies or not, there’s something in there for you.

We’ve had a (cat’s) eye on this issue for a while and we’re not the only ones. We’re grateful to the Association of Investment Companies (the AIC) for sponsoring this paper. However, our findings are just that – our findings and that will never change. It’s 100% lang cat, 100% of the time.

NO BARRIER WILL KEEP ME FROM READING THIS PAPER!

We hope you enjoy the paper. If you’ve got an opinion you want to share, we’d love to hear from you.

/ Additional reports

The meaning of value 2024

Our second wave of research with Royal London looking at how consumers and advisers define value.

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.