#WorldSuicidePreventionDay

Some of you might already know that I’ve been out and about this year on the conference circuit doing my bit to try and change the way we talk about mental health in the context of the financial services sector, a marketplace (1) traditionally male dominated and as a result (2) really rather bad at […]

THE TOP CLASS WEDNESDAY UPDATE ASKS FOR HELP WHEN IT NEEDS IT

Well hello there. Mr Barrett has kindly passed on the metaphorical baton to cover for the gaffer, who is currently enjoying his well-earned-I’m-sure summer hols. Big shoes to fill. Mind you, a few months back I spoke at a thing and some unnamed darling came up to me and said that, when they closed their eyes, I sounded […]

10 things we’ve just learned about the platform market

The best thing about articles like this is that it frees the writer from the shackles of attempting to write a coherent, well-thought through narrative. Research has shown that 98.4% of readers will just skip right to the list, meaning this introduction is essentially a void. A wasteland. So, that’s what it’s come to then. […]

ALL ABOARD THE HEATMAPS. EMBARK COMES TO MARKET.

Righto, two things. (1) Iâ’ve given myself half an hour to race through this and (2) I’m very sorry about the pun. Terry’s idea. With both of these in mind, let’s move swiftly on. Embark finally announced its long-awaited charging structure the other day and you know the drill by now, we’ve got your back […]

WE NEED MORE CATS (2) – AMAZING ANALYST REQUIRED

YOU’RE NOT NORMAL, ARE YOU? Need a change? Had enough of being treated with dignity? Come ply your trade at the lang cat! We all float down here in Leith. You’ll float too!   This is a job advertisement from the lang cat. Have you heard of the lang cat? Daft name, brilliant company. Since […]

A WORD TO THE (HUB)WISE

It’s been ages since I’ve written a pricing blog. It’s also been a decent chunk of time since we’ve seen a new entrant to the advised platform market. A glorious piece of serendipity then to see that Hubwise has (re)launched[1] its advised proposition and given me reason to get the Casio out. Those who monitor […]

YOU CALL THAT A PLATFORM RE-PRICE? AJ BELL YOUINVEST FLASHES ITS NEW CHARGES

It was only a few days ago that I turned to one of my colleagues (I can’t remember who it was. It doesn’t matter, it’s not that great an anecdote and there’s at least a 50% chance I’m making it up anyway.) and complained that there’s not been a re-price in the direct-to-consumer market for […]

DataViz: A fresh look at financial services

If the definition of insanity is doing the same thing over and over again and expecting a different result, then financial services has gone well and truly mad. Having joined the industry around two months ago, this has been my overwhelming impression of the tired-old lines and scary figures that the industry constantly churns out […]

Please welcome @langcatlucy

Afternoon, just a short post. I’m delighted and intimidated in equal measures to say that today we welcome a new addition to the ranks at the lang cat. Please say a heartfelt hello to Lucy Edmans. Hello Lucy! Delighted, because Lucy has joined to help us fulfil some of the many big plans we have […]

On-brand heatmapping: Aviva goes D2C

On Friday past, the gaffer shared his thoughts on the difficulties facing new entrants to the already stacked D2C market. In it, he alluded to details of a new entrant emerging any day now. Well, today Aviva has launched its platform for consumers, cryptically named the Aviva Consumer Platform. The platform is powered by FNZ […]

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.