More pension changes

Catchy title. Just a short update to confirm a couple of, you guessed it, changes to on-platform pensions. Following Fundnetwork’s recent removal of drawdown charges and then changes to the Cofunds Pension Account, next up with the moves are Parmenion and Ascentric. First up, we’ll look at the platform arm of Royal London Mutual. Ascentric, […]

More pension changes

Catchy title. Just a short update to confirm a couple of, you guessed it, changes to on-platform pensions. Following Fundnetwork’s recent removal of drawdown charges and then changes to the Cofunds Pension Account, next up with the moves are Parmenion and Ascentric. First up, we’ll look at the platform arm of Royal London Mutual. Ascentric, […]

Woodford: The Fees – Part The Second

(apologies for nicking Mark L’s headline. Maniac dictator’s privilege) So as you read this, there will be excitement, feigned or otherwise, about who is or isn’t getting Mr Woodford’s Famous Enormous ‘SUPERCLEAN’ Discount. It’s certain now that our favourite Bristolians with the big direct marketing bill get the Z class at 0.65% with a taxable 5bps […]

Woodford: The Fees – Part The Second

(apologies for nicking Mark L’s headline. Maniac dictator’s privilege) So as you read this, there will be excitement, feigned or otherwise, about who is or isn’t getting Mr Woodford’s Famous Enormous ‘SUPERCLEAN’ Discount. It’s certain now that our favourite Bristolians with the big direct marketing bill get the Z class at 0.65% with a taxable 5bps […]

I can’t see the Woodford: The fees!

Here at the lang cat port authority we’ve been receiving quite a few questions on the much hyped forthcoming Woodford fund launch. What’s the cheapest platform on which investors can access the fund? Who’s secured superclean terms? If a provider doesn’t secure preferential terms, does it really matter? Our answer, rather disappointingly I imagine, is: […]

I can’t see the Woodford: The fees!

Here at the lang cat port authority we’ve been receiving quite a few questions on the much hyped forthcoming Woodford fund launch. What’s the cheapest platform on which investors can access the fund? Who’s secured superclean terms? If a provider doesn’t secure preferential terms, does it really matter? Our answer, rather disappointingly I imagine, is: […]

Disclosure despair: breaking the cycle

Today (13 May 2014) The FCA published the outcome of a thematic review into how fund charges are presented to customers. I encourage you to read it here. It’s only 13 pages long, including the covers and all that, and is clearly and concisely written. They had to, really! In common with the issue of […]

Disclosure despair: breaking the cycle

Today (13 May 2014) The FCA published the outcome of a thematic review into how fund charges are presented to customers. I encourage you to read it here. It’s only 13 pages long, including the covers and all that, and is clearly and concisely written. They had to, really! In common with the issue of […]

How to buy magic beans

Recently I’ve found myself looking at D2C platforms. Partly for work stuff and partly because of a nagging feeling that I really ought to be investing in a share class other than Mulberry bags. While actually looking at the direct to aspect.  I’ve been thinking about the consumers. People who are approaching D2C platforms (and their websites specifically) […]

How to buy magic beans

Recently I’ve found myself looking at D2C platforms. Partly for work stuff and partly because of a nagging feeling that I really ought to be investing in a share class other than Mulberry bags. While actually looking at the direct to aspect.  I’ve been thinking about the consumers. People who are approaching D2C platforms (and their websites specifically) […]

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.