Innovation or indecision. We decide.

Reading the FCA’s Project Innovate feedback statement over a cup of tea this morning triggered some lively debate at lang cat port authority about life, the universe and how financial services has changed (or not, depending on your point of view) in the past couple of decades. We were quite excited to see Amazon, along […]

Innovation or indecision. We decide.

Reading the FCA’s Project Innovate feedback statement over a cup of tea this morning triggered some lively debate at lang cat port authority about life, the universe and how financial services has changed (or not, depending on your point of view) in the past couple of decades. We were quite excited to see Amazon, along […]

Guest blog from Rob Bray

Rob Bray is a Wealth Architect, which is probably some kind of a financial planner or something, with Imperious Capital. He’s also a loose cannon and a great writer, all of which makes him someone we’re chuffed to have doing a guest blog on the site. Rob sent me this note after reading The Value […]

Orchestrated Maneouvres in the Wealth

Yeah, sorry about that. So it’s been a while since I wrote here, which is daft, but no-one said I was smart. Anyway, I wanted to rekindle the blog a bit, so you’ll have to put up with it, unless you stop reading here, when you won’t. So that’s all good. Skandia Old Mutual Wealth […]

Orchestrated Maneouvres in the Wealth

Yeah, sorry about that. So it’s been a while since I wrote here, which is daft, but no-one said I was smart. Anyway, I wanted to rekindle the blog a bit, so you’ll have to put up with it, unless you stop reading here, when you won’t. So that’s all good. Skandia Old Mutual Wealth […]

Guest blog from Rob Bray

Rob Bray is a Wealth Architect, which is probably some kind of a financial planner or something, with Imperious Capital. He’s also a loose cannon and a great writer, all of which makes him someone we’re chuffed to have doing a guest blog on the site. Rob sent me this note after reading The Value […]

Graham Greene gets insured fund economics

The first blog from me for a very, very long time. Once you get out the habit of this stuff it’s hard to get back into it. Never mind, here we are now. I know how you’ve all missed it, so much so that you’ve barely felt able to articulate how keenly you feel its […]

Graham Greene gets insured fund economics

The first blog from me for a very, very long time. Once you get out the habit of this stuff it’s hard to get back into it. Never mind, here we are now. I know how you’ve all missed it, so much so that you’ve barely felt able to articulate how keenly you feel its […]

FCA Guidance Consultation (GC14/3)

In an effort to avoid offending fans of any other literary greats (and quite possibly the FCA), I’ll keep to the point this time. I’ll even resist the urge to draw one last parallel between Jane Austen’s Emma (which while often considered Austen’s most accomplished work, is distinguished by the fact that nothing of note […]

FCA Guidance Consultation (GC14/3)

In an effort to avoid offending fans of any other literary greats (and quite possibly the FCA), I’ll keep to the point this time. I’ll even resist the urge to draw one last parallel between Jane Austen’s Emma (which while often considered Austen’s most accomplished work, is distinguished by the fact that nothing of note […]

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.