Let the Suitable One(s) In

Following the launch of Platform Analyser we wanted to create a white paper looking at best practice for due diligence.

Fixed that for you: state of the platform nation

We’ve thought about it. And we think that 2018 was the biggest year in platforms since RDR. Replatforming, corporate activity (four IPOs and an acquisition) and regulation formed an unholy trinity that saw some of our biggest names fall from grace and many providers running to stand still. In among that somewhere was a large […]

Platforms are dead: State of the platform nation

PLATFORMS ARE DEAD: STATE OF THE PLATFORM NATION.’ This is the lang cat’s guide to the important stuff going on in the advised platform market right now. And there’s a lot of it, as you would expect.

Due diligence and PS13/1

PS13/1 came into force on 6 April 2014. Here’s our free white paper for advisers on what that means for your due diligence obligations.

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.