Guess who’s back, back again

The last few months have been an exciting time for Leith’s leading * platform and investment consultancy. We’ve never been busier, and increasingly we are convinced that most of our core markets are about to be disrupted. The recent FCA Asset Management Study is without doubt my favourite read of the year, a real page […]

Guess who’s back, back again

The last few months have been an exciting time for Leith’s leading * platform and investment consultancy. We’ve never been busier, and increasingly we are convinced that most of our core markets are about to be disrupted. The recent FCA Asset Management Study is without doubt my favourite read of the year, a real page […]

Where are the customers’ yachts?

So, exactly a year after the terms of reference were published, the FCA has lifted the lid on the asset management industry’s Pandora’s box in what could well (and hopefully will) prove to be a landmark market study. If ever you had any doubts of the depth & range of issues, 689 pages of documents, […]

Where are the customers’ yachts?

So, exactly a year after the terms of reference were published, the FCA has lifted the lid on the asset management industry’s Pandora’s box in what could well (and hopefully will) prove to be a landmark market study. If ever you had any doubts of the depth & range of issues, 689 pages of documents, […]

Orange is the new black

So, 9th November proved to be another standout day in what is turning out to be a stunning year in 2016. A man with no previous experience and a history of <snip : lang cat lawyers> was elected to become POTUS. The world collectively drew breath and waited to see what happens next. Within financial […]

Orange is the new black

So, 9th November proved to be another standout day in what is turning out to be a stunning year in 2016. A man with no previous experience and a history of <snip : lang cat lawyers> was elected to become POTUS. The world collectively drew breath and waited to see what happens next. Within financial […]

HULK SMASH SECONDARY ANNUITIES!

Perhaps I was having a grumpy day (a blip in my otherwise sunny persona) when I wrote/ranted about the truly horrible prospect of a secondary annuity market. Or perhaps it was just a natural reaction to that horrible prospect. In any case, a few aspersions were cast in my direction suggesting I was trying out […]

HULK SMASH SECONDARY ANNUITIES!

Perhaps I was having a grumpy day (a blip in my otherwise sunny persona) when I wrote/ranted about the truly horrible prospect of a secondary annuity market. Or perhaps it was just a natural reaction to that horrible prospect. In any case, a few aspersions were cast in my direction suggesting I was trying out […]

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.