I don’t do much writing on pensions these days, but before all the platforms stuff I was a corporate pensions dude and once you’ve been there, it never leaves you,
I don’t do much writing on pensions these days, but before all the platforms stuff I was a corporate pensions dude and once you’ve been there, it never leaves you,
The platform industry’s annual beano has been and gone once again. And amongst the usual suspects and the ever-lengthening category names (hard to type when you’re tweeting the results, are
The platform industry’s annual beano has been and gone once again. And amongst the usual suspects and the ever-lengthening category names (hard to type when you’re tweeting the results, are
Things are hotting up. Hot on the heels of CoFunds announcing that they were going to give fund managers a really sore Chinese burn if they didn’t launch ‘clean’ share
Things are hotting up. Hot on the heels of CoFunds announcing that they were going to give fund managers a really sore Chinese burn if they didn’t launch ‘clean’ share
Just a short post, and a touch self-indulgent (or more so than usual), if you’ll forgive. A year ago today I cut the cord with the mighty Standard Life, put
Just a short post, and a touch self-indulgent (or more so than usual), if you’ll forgive. A year ago today I cut the cord with the mighty Standard Life, put
So I had the pleasure of attending the Cofunds’ relaunch / refresh / briefing today, wherein Martin, Verona and the gang told us about their plans for unbundling and changing
So I had the pleasure of attending the Cofunds’ relaunch / refresh / briefing today, wherein Martin, Verona and the gang told us about their plans for unbundling and changing
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.
