Report Tag: cost of living

The 2023 Nucleus Retirement Confidence Index

Nucleus Financial Platforms, one of the UK’s leading, independent, adviser platform groups, launched the UK Retirement Confidence Index in November.  The comprehensive study, the first of its kind, involved surveying more than 2,200 UK adults aged 50 and over by YouGov. It’s based on responses to the central question of how confident those approaching or […]

Advice gap report

This report explores the impact of the cost of living crisis on consumers’ savings and investments. It also looks perceptions of value for money.

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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.

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Edinburgh,   EH6 6EX

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