Please welcome @langcatlucy

Afternoon, just a short post. I’m delighted and intimidated in equal measures to say that today we welcome a new addition to the ranks at the lang cat. Please say a heartfelt hello to Lucy Edmans. Hello Lucy! Delighted, because Lucy has joined to help us fulfil some of the many big plans we have […]

CHALLENGE, ACCEPTED

The first challenge of the FCA’s TR16/1 Assessing Suitability: Research and due diligence of products and services was trying to work out what had happened to the rest of it. The industry has been watching and waiting for, oh, ever to hear the FCA’s glad tidings on all things due dil. And what did we […]

If you wannabe my Robo

It will probably come as no surprise to you to hear that Leith’s leading platform and investment consultancy * are doing a fair bit of work at the moment in the exciting area of robo advice. Firms large and small want to understand what is going on, where the opportunity might be, and crucially what […]

Back once again

Back once again (with the ill behaviour?) In a move that will shock no one it has been reported that Santander & RBS head the lists of banks returning to the investment advice market. With several other large institutions rumoured to be planning similar moves it seems that the post RDR period of the banks […]

the lang cat’s albums of 2015

OK, not so much the company’s, but mine. Who says it’s a democracy? Next year we’ll maybe do a more inclusive roundup, but here’s what cheered me up this year: Public Service Broadcasting – The Race For Space. Bleep, bloop, astronauts are nice was how I described this record, unkindly. It’s fantastic stuff and a good […]

the lang cat’s roundup of 2015

So it’s the afternoon of 31 December, the lang kittens have been beaten over the head repeatedly until they agree to a nap so they can stay up to see the bells in, and I have a few minutes at the end of a tumultuous year to write this. This, being a self-indulgent round up […]

Tales from The Crypt

Dearly beloved. We are gathered here today To quote Shaun Sandiford of Octopus, “man that was good“. A HUGE thank you to everyone who came to #langcatdeadX, deep down in the Crypt on the Green. Briefly, because we know you are busy and all that, here are just some of the highlights! For some reason […]

TURNOVER IS INSANITY. PROFIT IS PROFANITY.

The platform market is maturing and a natural by-product of this is increasing merger and acquisition speculation. This, along with ever improving due diligence practice, has brought the issue of platform financial strength and performance into sharper focus. Overall, this level of analysis is a good thing because adopting a platform that goes belly up […]

5 not out

So a big week for me and for the lang cat, although there’s no time to stop and reflect. Yes, this is one of those self-indulgent milestone blogs. Feel free to stop reading. It’s five years ago this week that I left corporate life and started out on what would become the lang cat. With […]

The exciting ever changing world of platforms

The exciting ever changing world of platforms. The current state of the UK platform market is as exciting as it’s been for a long while, and in our view there are some hugely significant changes taking place. Over recent weeks we have seen a number of platforms being rumoured as being up for sale, and […]

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.