Sorry, came over a bit Daily Express there… A few stories have been smashing into each other (in my head, at least) over the last few days. First, LV= (how
In an earlier post, I had a bit of a go in an open letter at direct-to-customer platform giant Hargreaves Lansdown over their charging structure. Lots of people seemed to
In an earlier post, I had a bit of a go in an open letter at direct-to-customer platform giant Hargreaves Lansdown over their charging structure. Lots of people seemed to
Hmmm! The redoubtable Southampton-based platform behemoth Skandia has started 2012 in characteristically robust fashion by jack-in-the-boxing on Citywire and predicting that platform margins will halve by 2015. According to Skandia,
Hmmm! The redoubtable Southampton-based platform behemoth Skandia has started 2012 in characteristically robust fashion by jack-in-the-boxing on Citywire and predicting that platform margins will halve by 2015. According to Skandia,
Dear HL Unlike many others in my sector, I’m a big fan of yours. I’m such a big fan that I’m a client – there, I’ve said it. And yes,
Busy week this week. Now the FSA have only gone and published their latest Consultation Paper (CP) on the treatment of legacy assets as far as commission and adviser charging
Busy week this week. Now the FSA have only gone and published their latest Consultation Paper (CP) on the treatment of legacy assets as far as commission and adviser charging
So this is something that came up in the sessions I did last week at the PFS conference (and a very good conference it was). How many platforms should an
So this is something that came up in the sessions I did last week at the PFS conference (and a very good conference it was). How many platforms should an
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.