So in a move which surprised pretty much no-one, HMRC today ruled that rebates, whether in cash or in units, will be taxable. What fewer folk were expecting was that
The news yesterday that Aviva has stopped its workplace savings platform programme (read the story here and here) is interesting in lots of ways. Now, before the yellow and blue
You couldn’t make it up. I’m yet to meet anyone who thinks unit rebates are a good idea. That’s not quite true. I know one provider who likes them, mainly
Hello and welcome to the first lang cat blog of 2013. At least the first blog on this site, I,ve been doing some posting over on Adviser Lounge, which is
Well, that’s been quite a year. As I look around me I see an industry full of completely done-in, knackered, farmutshet folks. Don’t know why, it’s not like anything big’s
So I came across this article today, called Retiring The Portfolio Screenshot. I opened it thinking it was something about what clients see about their investments on wrap platforms. But
Well, that’s been fun. The last 24 hours or so have seen a flurry of to-ing and fro-ing as a result of a Dear Compliance Officer letter from the FSA
OK, so we have a new toy to play with. The toy is AJ Bell’s new Sippcentre pricing structure, and (colours to the mast), it’s a good’un. AJ Bell is
So today the lang cat launches its very first commercially available market analysis report. Its title is ‘You want how much?’ and the subject, predictably, is platform pricing. We’re pretty
There was SIMPLY NO WAY that I’d be able to let this go by. What a day for Skandia, and what a triumph of news management. With UK inflows on
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.
