A blog about retiring

Annuities are a hot topic at the moment. So I decided to step away from the recent industry noise and take a closer look at the market for myself. Here’s what I found. First, it’s crass to talk about the annuity market as a whole. Market rates vary so much from client to client that […]

The rich get richer, the poor get the picture – Nucleus does its bit

There have been few things I’ve enjoyed more since joining the lang cat than buffing up our patented Recursive Pricing Engine (with integrated Turing Guessing Module). But it’s been a little quiet on the pricing front, so when I heard that Nucleus had trimmed its charges, I positively sprinted into work[1] to get my claws […]

Impressions of a noob

At the tail end of last week Mark challenged me to write a brief blog summing up what I’ve found out in my first week at the lang cat. Let’s call it 4 and a half days taking into account the robust induction process.[1] Now, my 10 year sentence in the industry thus far has […]

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.