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 in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives for Q2 2024.
The study blends research from 2,000 consumers and over 200 advice professionals on the lang cat’s advice panel.
Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter.
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.
