/Platforms

Signal to noise: Barriers to transfer business

We’re not giving anything away when we say that the platform transfer market is not performing as well as it could for anyone involved.

Key to the much-needed de-furring is getting past the noise to the real issues causing the blockages. Which is precisely what SIGNAL TO NOISE: BARRIERS TO TRANSFER BUSINESS is all about.

We worked with 95 adviser firms to get to grips with the issues constricting platform transfer business and how to fix them. We’re also extremely grateful to Joel Adams of LIFT-Financial and Rory Percival of Rory Percival Training and Consulting for sharing their views on how things can be done better.

NO BARRIERS TO DOWNLOADING

This paper is free to download. That’s because it’s kindly sponsored by AJ Bell Investcentre. Clearly AJ Bell has a commercial interest in the topic, but it had no say in the analysis or commentary and we don’t say anything here that we wouldn’t say if we weren’t being paid.

One last thing. In a first for the lang cat, this paper has its very own playlist on Spotify. All will become clear as you work your way through…

/ 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.