Another week, another chunky missive from the FCA. Although happily, PS16/12: Pensions reforms, feedback on CP15/30 and final rules and guidance didn’t make me feel like turning green and smashing
Just a quick few thoughts on the news from Aviva today that it plans to migrate its platform from Bravura to FNZ. For those not intimately involved, Bravura and FNZ,
Well now, the IA has just put out its stats for tax year end (TYE) 2015/16 and it’s not nice reading. The full release is here but this table which
There’s a theme running through the FCA’s Consultation Paper 16/12: Secondary Annuity Market proposed rules and guidance. If you’ve braved all 112 pages (or any of them really) you might
There’s a new endangered species to add to the ever growing list. Never mind your black rhinos or your Sumatran orangutans. No, the one we need to worry about is
After a quiet few months in platform land it feels like things are about to change, and potentially quite dramatically. There are a number of rumours doing the rounds, here,
He likes to work a crowd does our Gideon. To be fair, it’s his big moment of the year. The key note speech. The one time people will generally sit
We’ve already taken a light touch (ahem) look at the FAMR report overall but, in among all the consultations and not consultations and the stuff that is actually going to
FAMR could have been huge. It could have been beautiful. It could have been the equivalent of three lines of really good crank washed down with a triple espresso for
So we haven’t had any large price changes for a while, hence no pricing blogs. A debt of thanks, then, to Alliance Trust Savings (ATS) who upped its fixed fee
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.
