Last week saw the latest release of ISA stats from HMRC. These figures come out every 6 months or so, and against a backdrop of the household savings ratio being
Last week saw the latest release of ISA stats from HMRC. These figures come out every 6 months or so, and against a backdrop of the household savings ratio being
I’ve been reading about Kim Philby lately, the so-called Cambridge Spy who fooled the British Intelligence Service for decades as he passed information to his KGB handlers. Secrecy, covering his
I’ve been reading about Kim Philby lately, the so-called Cambridge Spy who fooled the British Intelligence Service for decades as he passed information to his KGB handlers. Secrecy, covering his
I don’t know how your weekend was, but I suspect it was more fun than the lawyers, bean counters and PR people at Aberdeen and Standard Life had. Out of
I don’t know how your weekend was, but I suspect it was more fun than the lawyers, bean counters and PR people at Aberdeen and Standard Life had. Out of
If it was a human, the platform sector would be studying for its A levels (or Highers, if it lived in Scotland). It would have started drinking about two years
If it was a human, the platform sector would be studying for its A levels (or Highers, if it lived in Scotland). It would have started drinking about two years
Every so often we get emails from real people. Normally they are from a nice chap in Nigeria offering the chance of a life changing investment opportunity, but whenever we
Every so often we get emails from real people. Normally they are from a nice chap in Nigeria offering the chance of a life changing investment opportunity, but whenever we
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.
