The impact of poor platform service 2025

Back for a third year, this report from Parmenion alongside our independent research uncovers the harsh reality of platform service.
The meaning of value 2025

Our third annual study with Royal London looking at the meaning of value, offers a unique look at what clients genuinely care about.
The Advice Gap 2025

The latest Advice Gap report is out now. Featuring consumer research with YouGov and insights from our advice panel.
The impact of poor platform service 2024

The second edition of the report alongside Parmenion, this time with a focus on transfer times.
The meaning of value 2024

Our second wave of research with Royal London looking at how consumers and advisers define value.
The Advice Gap 2024

The study blends research from 2,000 consumers and over 200 advice professionals on the lang cat’s advice panel.
The meaning of value

We’ve worked together with Royal London to understand what customers actually value.
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.
State of the Adviser Nation Wave Five

State of the Adviser Nation is our flagship adviser research study. Wave Five is a must-read to what’s going on in the financial planning profession