/Platforms

Come and have a go: The (late) Summer special

Summer might be slipping out of reach but we’re hanging on in there with the lang cat’s 2018 Guide to Direct Platform Investing.

In celebration of the fact that we’ve actually enjoyed a summer worthy of the name (yes, there has been ample sunshine on Leith, thanks) we’ve got a veritable ice cream van of goodies to share with you.

Our special sundaes include:

  • Who’s moved into the direct platform market, who’s moved out and who’s shaking it all about.
  • It’s been a busy time for regulation’ we’ve got the important bits.
  • Everything you need to know about who’s charging what and what for, complete with our very own #heatmaps.
  • Regulation has triggered a more transparent approach to disclosing investment charges, but how effectively are platforms communicating these charges to investors?
  • Open banking: it’s nothing to do with more flexible hours at your local branch and everything to do with being able to see all your finances in one place. But is it that simple?

I’LL HAVE A 99 PLEASE. WITH SPRINKLES. AND STRAWBERRY SAUCE. MAYBE A WAFER!

We had fun putting the Guide together and we hope you enjoy it.

/ Additional reports

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

The meaning of value

We’ve worked together with Royal London to understand what customers actually value.

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.