The irresistible decline of provider extranets?

Just a short post, inspired by a piece I saw recently from a platform user. His thing was that other than trading, he used very little of the reporting or client management functionality that his chosen platform bundled in (he happened to use CoFunds but it could’ve been anyone). Instead of relying on the platform […]

The irresistible decline of provider extranets?

Just a short post, inspired by a piece I saw recently from a platform user. His thing was that other than trading, he used very little of the reporting or client management functionality that his chosen platform bundled in (he happened to use CoFunds but it could’ve been anyone). Instead of relying on the platform […]

That, Mr Anderson, is the sound of inevitability

Agent Smith’s words to Neo might have a special resonance to public sector workers this week as they stand bravely, Canute-style in the face of pensions reform. The argument is too much, too soon, and we’ve already moved to a sustainable basis. But the truth is that the public don’t want their servants to have […]

That, Mr Anderson, is the sound of inevitability

Agent Smith’s words to Neo might have a special resonance to public sector workers this week as they stand bravely, Canute-style in the face of pensions reform. The argument is too much, too soon, and we’ve already moved to a sustainable basis. But the truth is that the public don’t want their servants to have […]

He Who Must Not Be Named (For Copyright Reasons) & The Curse Of The IMA Sectors

As the sprawling and increasingly desperate Franchise That Would Not Die limps towards its close, I find myself pondering the power of naming. As any fule or fan of the spotty wizard kno, naming something gives you power over it, or calls it into being. This is roughly the same post-structuralist Weltanschauung that led Ferdinand […]

He Who Must Not Be Named (For Copyright Reasons) & The Curse Of The IMA Sectors

As the sprawling and increasingly desperate Franchise That Would Not Die limps towards its close, I find myself pondering the power of naming. As any fule or fan of the spotty wizard kno, naming something gives you power over it, or calls it into being. This is roughly the same post-structuralist Weltanschauung that led Ferdinand […]

Where next for platform inflows?

One of the luxuries of being independent is that you can take your time to think about the stories of the day before posting. So it’s in that spirit that I’ve been chewing over the new inflow figures from the always insightful Platforum and their thoughts on why growth is flatlining (that isn’t to say […]

Where next for platform inflows?

One of the luxuries of being independent is that you can take your time to think about the stories of the day before posting. So it’s in that spirit that I’ve been chewing over the new inflow figures from the always insightful Platforum and their thoughts on why growth is flatlining (that isn’t to say […]

What can you get for £225m?

So Citywire report today that between them AXA, Standard Life and Old Mutual (the parent of Skandia) have spent £225m injecting capital into loss-making platforms. Standard lead the pack with a £116m injection to cover a £130m loss (2007-2009), AXA chipped in £47m or so to cover losses in 08/09 and Old Mutual ponied up […]

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.