THE DAY PENSIONS GOT EDGY

Yesterday, over 200 pension-world glitterati gathered at Peterborough Showground in front of a sterling cast to debate the big issue in pensions today: DB to DC transfers. It was absolutely roasting. There was energy in the room. There were arguments. People were wearing shorts. I wished I was wearing shorts. Before I go any further, […]

THE DAY PENSIONS GOT EDGY

Yesterday, over 200 pension-world glitterati gathered at Peterborough Showground in front of a sterling cast to debate the big issue in pensions today: DB to DC transfers. It was absolutely roasting. There was energy in the room. There were arguments. People were wearing shorts. I wished I was wearing shorts. Before I go any further, […]

IS IT ME OR IS IT GETTING HOT IN HERE? SCALABLE CAPITAL & INVESTEC’S BIG DAY

Well, after a period in which all the talk was of funding moving away from robo-advice to ‘insurtech’ and ‘regtech’ and other things ending in ‘tech’ that neither you nor I understand, BlackRock and Scalable Capital have come from nowhere and given us all plenty to talk about. (Before I crack in, a bit of […]

That’s not a moon. That’s a space station. Vanguard launches; the Rebellion weeps.

After much market rumour and anticipation Vanguard have lifted the covers on their direct offering for the UK market. With The Sunday Times helpfully writing an advert for them over the weekend it certainly appeared that the launch was imminent, and finally the big day has arrived. First reactions? It’s cheap. Seriously so. The account […]

That’s not a moon. That’s a space station. Vanguard launches; the Rebellion weeps.

After much market rumour and anticipation Vanguard have lifted the covers on their direct offering for the UK market. With The Sunday Times helpfully writing an advert for them over the weekend it certainly appeared that the launch was imminent, and finally the big day has arrived. First reactions? It’s cheap. Seriously so. The account […]

ISA ISA BABY

Last week saw the latest release of ISA stats from HMRC. These figures come out every 6 months or so, and against a backdrop of the household savings ratio being at a generational low they don’t make pleasant reading for anyone involved in the investment industry. Over the last year, £120 billion was put in […]

ISA ISA BABY

Last week saw the latest release of ISA stats from HMRC. These figures come out every 6 months or so, and against a backdrop of the household savings ratio being at a generational low they don’t make pleasant reading for anyone involved in the investment industry. Over the last year, £120 billion was put in […]

SUB-DATAGASM! NEW TECH MARKET SHARE FIGURES RELEASED!

Hello, you. Right, further to our lovely infographic from the other week, we need to update the tech provider projected market share figures. While we’re at it, we took the time to really make some additional changes and widen the set to give a fuller view of the market. We’re still not breaking it down […]

OMG, OMW! WHEN REPLATFORMING ATTACKS.

One of the running sores of the platform industry, for a long time, has been replatforming. This is a typically abstruse[1] term coined by the industry for moving the underlying assets on a platform from one technology firm to another. Sound simple? Well, itâ’s not. I’ve been fond of saying for a while that ‘there […]

SUB-DATAGASM! NEW TECH MARKET SHARE FIGURES RELEASED!

Hello, you. Right, further to our lovely infographic from the other week, we need to update the tech provider projected market share figures. While we’re at it, we took the time to really make some additional changes and widen the set to give a fuller view of the market. We’re still not breaking it down […]

Impact of poor service

/ White papers

The Impact of Poor Service

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.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

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.

/ White papers

Answering the Call

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.