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.
State of the Advice Nation 2024/25
State of the Advice Nation is the UK’s best insight into the advice profession, combining business and sentiment data.
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.
State of the advice nation
State of the Advice Nation is the UK’s best insight into the UK advice profession, taking a sentiment-led approach to data. Wave 6 is now available.
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.
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. Why do we so frequently combine a whole load of service-related activities into a single rating or award? Why has that gone on for so long? Does it help the people they’re aimed at? Can we make things better?
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.
