January 2016
The pension freedoms have shifted the focus squarely to retirement income.
This document is a review by the lang cat of the Zurich Intermediary Platform’s (ZIP) income in
retirement capability.
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.
