/Platforms

Platforms are dead: State of the platform nation

PLATFORMS ARE DEAD: STATE OF THE PLATFORM NATION.' This is the lang cat's guide to the important stuff going on in the advised platform market right now. And there's a lot of it, as you would expect.

It doesn’t seem a year since we were last here does it? But it was and ‘with predictable regularity’ here we are again with ‘PLATFORMS ARE DEAD: STATE OF THE PLATFORM NATION.’ This is the lang cat’s guide to the important stuff going on in the advised platform market right now. And there’s a lot of it, as you would expect.

Highlights include:

  • The ways in which we reckon platforms are dead.
  • Six months on from pension freedoms, how much has the world of drawdown really changed?
  • An unpacking of the changing regulatory landscape, flat-pack stylee, without ‘too many’ bits left over.
  • The three laws of what isn’t really robo-advice, but that’s what everyone keeps calling it anyway.
  • Our #heatmaps and pricing analysis. But with extras!
  • A long overdue introduction to Platform Gran and our totally revamped and upgraded PEE-WI (that’s Provider Enhanced Emotional Wellbeing Index for the uninitiated).

And as if that wasn’t enough you’ll get quarterly updates winging their way to your inbox, oh, every twelve weeks or so.

YES! YES! YES! PLATFORM GUIDE ME UP RIGHT NOW!

Providers/large advisory firms: ‘the cost is £3,000’ (plus VAT) for your own use. If you want to distribute the guide to others, get in touch and we’ll negotiate a deal. Distribute without a deal and, well, let’s not find out eh? Email mark@langcatfinancial.com or linda@langcatfinancial.com to order.

/ 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.