Cut-price fruit, Russian oligarchs and Gary Coleman

A wee roundup of some of the recent moves in direct platform pricing land. Pretty much everyone is in now bar one or two of the white labels who are working out what to do in the Land of Glorious Transparency which is what we are living in and all that. First up, Chelsea went […]

What’s both super and clean? SUPERCLEAN!

Just a short ‘un on HL’s new shiny Wealth 150+. You can read all about it all over the place so we won’t do a big list of all the funds here. But a couple of interesting things have popped up. First, naturally, a few folk have been looking for dodgy wheezes – us included […]

What’s both super and clean? SUPERCLEAN!

Just a short ‘un on HL’s new shiny Wealth 150+. You can read all about it all over the place so we won’t do a big list of all the funds here. But a couple of interesting things have popped up. First, naturally, a few folk have been looking for dodgy wheezes – us included […]

The duck test

Ducks are straightforward creatures and there is very little confusion or debate involved in whether or not you have seen one. Such is this clarity of recognition that ducks have become a benchmark in establishing confidence in the identification of other items. What may not be so familiar (for the moment at least) is the […]

The duck test

Ducks are straightforward creatures and there is very little confusion or debate involved in whether or not you have seen one. Such is this clarity of recognition that ducks have become a benchmark in establishing confidence in the identification of other items. What may not be so familiar (for the moment at least) is the […]

Pension transparency FTW

Nothing to do with platforms for a change… We were heartened – heartened I say – by the news today that investment providers to pension schemes will be forced to disclose all charges; not just the highly dubious headline Annual Management Charge (AMC). For those unaware, investment funds incur a load of costs over and […]

Pension transparency FTW

Nothing to do with platforms for a change… We were heartened – heartened I say – by the news today that investment providers to pension schemes will be forced to disclose all charges; not just the highly dubious headline Annual Management Charge (AMC). For those unaware, investment funds incur a load of costs over and […]

No victims, only participants in this price war

I’ve been banging on a bit on twitter recently about not being in favour of the Great Direct Platform Price War. However, thinking more about it, I’ve come to the conclusion that the actual price war is fine. It’s the narrative in the media that is the problem. For me, a narrow focus on price […]

No victims, only participants in this price war

I’ve been banging on a bit on twitter recently about not being in favour of the Great Direct Platform Price War. However, thinking more about it, I’ve come to the conclusion that the actual price war is fine. It’s the narrative in the media that is the problem. For me, a narrow focus on price […]

Strawberry, Clubfinance and Close Bros to the diary room

Nothing stands still for long in the platform market, and if you’ve read our ramblings here and in the national meejah then you’ll remember that we said we thought there would be some changes from the published charge sheet. We’ve seen HL do a reverse ferret on the investment trust thing, and we’re also playing […]

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.