Yesterday, over 200 pension-world glitterati gathered at Peterborough Showground in front of a sterling cast to debate the big issue in pensions today: DB to DC transfers. It was absolutely
After much market rumour and anticipation Vanguard have lifted the covers on their direct offering for the UK market. With The Sunday Times helpfully writing an advert for them over
After much market rumour and anticipation Vanguard have lifted the covers on their direct offering for the UK market. With The Sunday Times helpfully writing an advert for them over
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
Hello, you. Right, further to our lovely infographic from the other week, we need to update the tech provider projected market share figures. While we’re at it, we took the
One of the running sores of the platform industry, for a long time, has been replatforming. This is a typically abstruse[1] term coined by the industry for moving the underlying
Well, that was unexpected. Our infographic on the retail advised platform market seems to have caught the imagination of lots of you; it’s coming up fast on 10,000 views on
Well, that was unexpected. Our infographic on the retail advised platform market seems to have caught the imagination of lots of you; it’s coming up fast on 10,000 views 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.
