Although the new platform rules given to us by PS13/1 (Payments to platform service providers and cash rebates from providers to consumers, to give it its full name) only came
Nick Paler’s interview with Hargreavesâ?? Ian Gorham in Professional Adviser last week caught my eye. Headlined ‘We will not scrap exit fees until FCA tightens transfer rules‘, in it Gorham
Another day, another price movement. Fresh on the back of the Cofunds SIPP update yesterday, the Dutch massive have entered the fray, announcing revised charging structures on both the ARC
Another day, another price movement. Fresh on the back of the Cofunds SIPP update yesterday, the Dutch massive have entered the fray, announcing revised charging structures on both the ARC
Just a short post to confirm that as of today Cofunds has removed the establishment (setup) and annual charge on its Suffolk Life-provided Cofunds Pension Account (CPA). This is a
Just a short post to confirm that as of today Cofunds has removed the establishment (setup) and annual charge on its Suffolk Life-provided Cofunds Pension Account (CPA). This is a
It’s a funny old industry we operate in. You’re sat at your desk; eating lunch and listening to the budget speech; mainly to see how much wine is going up
It’s a funny old industry we operate in. You’re sat at your desk; eating lunch and listening to the budget speech; mainly to see how much wine is going up
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.
