Today’s announcement that, in the view of Judge Thomas Scott, HMRC have been incorrectly treating fund rebates as taxable could well be one of the most significant changes to platform
The cat is officially out of the bag (not that we condone cats being in bags). One of the changes ushered in at the start of the year by the
The cat is officially out of the bag (not that we condone cats being in bags). One of the changes ushered in at the start of the year by the
So, happy new year and all that. First full week back. Yay. Whilst everyone was off eating/drinking/bravely battling #manflu (delete as appropriate) the investment industry got on with the small
So, happy new year and all that. First full week back. Yay. Whilst everyone was off eating/drinking/bravely battling #manflu (delete as appropriate) the investment industry got on with the small
The year is ebbing away as I write this; Hogmanay is upon us and the fortified wine is running low. But before I go to sleep and prepare myself for
The lang cat’s Platform Market Scorecard was released to subscribers last week. You can read more about it here, but we want to take you through a couple of findings
The lang cat’s Platform Market Scorecard was released to subscribers last week. You can read more about it here, but we want to take you through a couple of findings
Another day, another FCA paper, this time the snappily titled Investment Platforms Market Study Terms of Reference (MS17/1.1 to its mates). We’d heard talk of a deluge of regulation arriving
Another day, another FCA paper, this time the snappily titled Investment Platforms Market Study Terms of Reference (MS17/1.1 to its mates). We’d heard talk of a deluge of regulation arriving
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.
