That’s the main finding of the lang cat’s latest consumer research into how well people understand the charges on their stocks and shares ISAs, how likely they are to switch provider and what it takes for them to make that leap.
Joking aside, this isn’t a great state of affairs (for consumers at least) and we have some suggestions for things can improve at both provider and industry level.
Our second wave of research with Royal London looking at how consumers and advisers define value.
The Q3 2024 version of our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives.
The second edition of the comprehensive report is now available.
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.
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.
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.
