Recent policy changes mean tax planning and more technical advice could be set for a comeback. Is this something the profession is ready for?
Mark Polson talks pensions (and some platform pricing) in this week’s #Update, sparked by an unexpected state pension discussion onstage at a recent Fish gig.
We have completed #langcatlive but there’s a lot more to come…
Getting ahead in a divided world – hear from Pete Matthew, Philippa Hann and Caroline Stuart on what’s worked for them.
Our Advice Gap report is an established benchmark for assessing attitudes towards and take-up of financial advice and planning in the UK. The 7th wave will be available at the end of June.
Unlucky for some, this will be our 13th (!) edition of this annual report. State of the Platform Nation (SOTPN) is our annual go-to guide to (and deep dive into) the UK platform market. Insight and analysis is based on platform data for 2024, but also draws on our latest State of the Advice Nation research as well as data from Analyser, our research and due diligence system. It’s probably the report that we are best known for. Available from the beginning of April.
The Q4 2024 version of our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives will be available mid-March.
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…
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.
