The news yesterday that Aviva has stopped its workplace savings platform programme (read the story here and here) is interesting in lots of ways. Now, before the yellow and blue
Hello and welcome to the first lang cat blog of 2013. At least the first blog on this site, I,ve been doing some posting over on Adviser Lounge, which is
Well, that’s been quite a year. As I look around me I see an industry full of completely done-in, knackered, farmutshet folks. Don’t know why, it’s not like anything big’s
When we’re not banging on about retail and corporate platforms, pensions, transparency and all that good stuff, we’re usually banging on about music. Here’s a list of our favourite 10
Well, this is just tremendously inconvenient. After putting out a blog on Zurich last week and a big update to subscribers to the lang cat Guide to Platform Pricing, AXA’s
So at the Scottish IFP conference yesterday (which was excellent) I was lucky enough to get a sneak peek at Zurich’s new retail platform (the Zurich Intermediary Platform or ZIP
So I came across this article today, called Retiring The Portfolio Screenshot. I opened it thinking it was something about what clients see about their investments on wrap platforms. But
Well, that’s been fun. The last 24 hours or so have seen a flurry of to-ing and fro-ing as a result of a Dear Compliance Officer letter from the FSA
Well, we made it. Today is 1 October 2012 and the culmination of years of effort on the parts of many. From the talk of ‘hard’ and ‘soft’ compulsion (a
OK, so we have a new toy to play with. The toy is AJ Bell’s new Sippcentre pricing structure, and (colours to the mast), it’s a good’un. AJ Bell is
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.
