/Investments

Guide to ISA investing 2021

Our Guide to ISA Investing for 2021 is for you if you’re looking for a bit of help when deciding on the best home for your stocks and shares ISA.

We’ve updated our Guide to ISA Investing for 2021. It’s for you if you’re looking for a bit of help when deciding on the best home for your stocks and shares ISA. It’s free to download and we take a look at share dealing and pensions too.

Inside you’ll find a quick round-up of what’s been happening lately in the world of personal investing and some pointers we might draw from it. We look at the different levels of support you might expect from investment platform providers, help you compare costs and highlight some top picks of our own.

No-one pays to be included in our Guide and we don’t get any clickthrough fees. We produce it because we enjoy it and think some of you might find it helpful. If you do, please feel free to share it with others and we’d love it if you donated something to our charity partner, Samaritans. You can do that and find out more about their incredible work here.

NOTE: We updated this version of our ISA guide in March to reflect Open Money’s correct charging of 0.47% on the tables on page 13.

/ Additional reports

The Advice Gap 2024

The study blends research from 2,000 consumers and over 200 advice professionals on the lang cat’s advice panel. 

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.