Answering the call?
Answering the call..?
Service means a lot of things to a lot of different people.
Answering the call..?
Service means a lot of things to a lot of different people.
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. Why do we so frequently combine a whole load of service-related activities into a single rating or award? Why has that gone on for so long? Does it help the people they’re aimed at? Can we make things better?
On June 8th, we launched our paper looking at all things platform service, supported by abrdn and we discussed the results in this webinar.
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Jonny graduated from Heriot Watt University, Edinburgh in Actuarial Science and is a Fellow of the Institute and Faculty of Actuaries. As Abrdn’s Commercial and Strategy Director, he has a strong background in commercial and strategic thinking.
Sian is an experienced paraplanner and chartered associate of the London Institute of Banking & Finance. In 2020, Sian partnered with Nathan Fryer at Plan Works – venturing into outsourced paraplanning after a decade working with financial planners in a high street bank and within independent firms.
Natalie is content editor at the lang cat, Leith’s leading independent platform, pensions and investment consultancy, probably. She is responsible for curating the lang cat’s content for industry professionals, and for subscribers to Analyser, the lang cat’s suitability and due diligence software. Natalie joined the lang cat from Nucleus where she managed its practice development site Illuminate, and before that she was editor of Money Marketing.
Steve is the lang cat’s Insight Director, responsible for a wonderful team that manages the various research reports and initiatives within the organisation. Steve graduated with an extremely mediocre Computer Science degree from Edinburgh University, but like so many others in the city, Steve woke up one morning working in financial services and is still here nearly 20 years later.
Answering the call
Download the reportAnswering the call
Download the report
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.
