Miss Woodhouse demands (more accessible and useful disclosure documents)

In Jane Austen’s Emma, during the rather bad-tempered picnic to Box Hill, mischief-making Frank Churchill addresses the assembled party. He asserts that Miss Emma Woodhouse wishes to be entertained and so demands from each of them ‘one thing very clever! or two things moderately clever; or three things very dull indeed.’ Mr Frank Churchill’s highly […]

Miss Woodhouse demands (more accessible and useful disclosure documents)

In Jane Austen’s Emma, during the rather bad-tempered picnic to Box Hill, mischief-making Frank Churchill addresses the assembled party. He asserts that Miss Emma Woodhouse wishes to be entertained and so demands from each of them ‘one thing very clever! or two things moderately clever; or three things very dull indeed.’ Mr Frank Churchill’s highly […]

Tightening the ZIP – Zurich makes a move

It’s been, ooh, I dunno, weeks or something since a platform mucked around with its charging structure. So it’s with a sense of relief that we heard from our friends at Zurich last week that the Zurich Intermediary Platform – the only platform whose acronym is named after a clothes fastening – has stepped up […]

Tightening the ZIP – Zurich makes a move

It’s been, ooh, I dunno, weeks or something since a platform mucked around with its charging structure. So it’s with a sense of relief that we heard from our friends at Zurich last week that the Zurich Intermediary Platform – the only platform whose acronym is named after a clothes fastening – has stepped up […]

Mark’s Big Self-Congratulatory Blog

Bollocks to self-effacing stuff today. Every so often, bits of validation of what you’re doing happen, and this is one of those days. Last summer, we were putting our annual Guide to Platform Pricing together. It was a bit of a landmark one for us, because for the first time it wasn’t just me, late […]

Mark’s Big Self-Congratulatory Blog

Bollocks to self-effacing stuff today. Every so often, bits of validation of what you’re doing happen, and this is one of those days. Last summer, we were putting our annual Guide to Platform Pricing together. It was a bit of a landmark one for us, because for the first time it wasn’t just me, late […]

Transferring from Stocks and Shares to Cash

The not-so-NISA sting in the tail On the 1st of July, the whole world will tilt on its axis as swathes of Great British investors rush to top up their ISA allowance to a whopping £15,000. People are positively giddy with excitement at the freedom allowed them by Chancellor Osborne’s sweeping budget reforms. Not only […]

Transferring from Stocks and Shares to Cash

The not-so-NISA sting in the tail On the 1st of July, the whole world will tilt on its axis as swathes of Great British investors rush to top up their ISA allowance to a whopping £15,000. People are positively giddy with excitement at the freedom allowed them by Chancellor Osborne’s sweeping budget reforms. Not only […]

A mini-series on charges

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. Your browser does not support HTML5 video. What are fund fees? What does the pension charge cap mean for you?

A mini-series on charges

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. Your browser does not support HTML5 video. What are fund fees? What does the pension charge cap mean for you?

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.