/Platforms

STATE OF THE PLATFORM NATION

The lang cat's rummage through all things advised platform for 2017 is finally available, in the visually pleasing shape of THE GREAT MID-LIFE CRISIS: STATE OF THE PLATFORM NATION.

November 2018

The wait is over. The lang cat’s rummage through all things advised platform for 2017 is finally available, in the visually pleasing shape of THE GREAT MID-LIFE CRISIS: STATE OF THE PLATFORM NATION.

As the platform industry takes stock of where it is now, what’s next and whether it can really justify a Harley Davidson for weekend trips to Waitrose, here’s what else you can look forward to:

  • The bigger, better and (thankfully) renamed lang cat annual platform reviews!
  • An in-no-way-self-indulgent look at how the market has changed since the lang cat landed!
  • Platforms, price data and pretty colours,  it can only be the heatmaps!
  • Platform Man welcomes scrutiny into his new business flows!
  • A genuinely funny joke about arithmetic!
  • All new cat pictures!

There’s more, much more but we don’t want to over-excite anyone. The Guide isn’t a due diligence tool, but it will help inform your process.

I’M ONLY A POOR ADVISER AND I’VE JUST HAD A HUGE FSCS BILL!

Well, luckily for you we’ve held our prices for yet another year at only ‘£150 plus VAT or £100 plus VAT if you’re a member of a professional body.

  • Use code PFSCAT if you’re a PFS member
  • Use code CISICAT if you’re a CISI member (you see how this works now)
  • Use code 360CAT if you’re a threesixty member.

CAT CAT CAT CAT CAT

We’re very happy with our new website which lets you set up an account and a download library and everything. Well, just that really, but we think it’s pretty good. If it’s your first time with the new set-up just follow the instructions to create a lang cat account. Your purchases will then be stored for you to download any time. All your data is held securely and we never sell or share data with any other organisations.

IMPORTANT: Once you’ve created your account and checked out you’ll see a link to download your copy. It’s quite small so glasses on, yeah? You’ll also get your link by email, so don’t worry if you miss it. If you don’t get the confirmation email, check your Spam or Clutter folders.

WE’RE ONLY A POOR PLATFORM AND WE’VE JUST HAD A HUGE REPLATFORMING BILL!

We like to keep the costs down for advisers, which means that large adviser firms, networks, providers, asset managers, consultancies and everyone else who isn’t a regular-size adviser firm has to pay a bit more. But, just to prove that we’re always thinking of you, we now offer the option to bundle the Guide in with our Platform Market Scorecard and other highly sought-after lang cat market insight.

Get in touch with mark@langcatfinancial.com to find out more. Or we might drop you a note first. Exciting, isn’t it?

/ Additional reports

The Advice Gap 2024

The study blends research from 2,000 consumers and over 200 advice professionals on the lang cat’s advice panel. 

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.