/Advice and planning

Smoothing the way

A white paper in partnership with Wesleyan which investigates smoothed funds and their relevance in today’s uncertain times.
Download here
Download here

This white paper in partnership with Wesleyan investigates smoothed funds and their relevance in today’s uncertain times.

The report looks into whether a new generation of smoothed funds can help advisers to manage volatility for clients and comply with industry regulation.

It includes insight collated from a poll of over 150 advisers, as well as a roundtable discussion held with leading industry figures, exploring what advisers think of smoothed funds and how they are using them today in their client portfolios.

The report is free to download thanks to the generosity of Wesleyan.

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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.

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6 Quayside Mills,  
Edinburgh,   EH6 6EX

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0131 202 5990 
email@thelangcat.com

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