Mark Polson has been talking to Emma Wall at Morningstar on fund fees and the pension charge cap. As part of Morningstar’s ongoing ‘ask the expert’ video series.
Mike examines the FCA’s latest review of the MPS market, where Consumer Duty, governance and due diligence are firmly under the spotlight.
Elevating summer reading lists, the march of AI and the Pensions Commission report on a future framework for pensions.
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.
