When it comes to the LoA process, our good friends at Origo asked us to qualify the state of play today, to identify what’s good and what needs fixing.
We surveyed more than 200 advisers to help us assess the problem and also conducted more in-depth interviews with advice firms to explore some of the themes in detail.
The resulting paper that Origo produced is intended to highlight the problems in the process, the scale of them, and what a better future could look like.
The study blends research from 2,000 consumers and over 200 advice professionals on the lang cat’s advice panel.
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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.
