Budget 2025: What’s happening when
The timeline for implementation covering the big changes affecting advice professionals and their clients.
The timeline for implementation covering the big changes affecting advice professionals and their clients.
The latest paper from Parmenion on poor platform service, and what it tells us about whether things are genuinely improving or not.
After the Budget speculation comes the analysis. In other news, an initiative to ease the adviser shortage and rising financial stress among employees.
What the latest FCA numbers tell us about the shape of advice, from firm and client numbers to independent vs restricted advice.
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.
