/Platforms

THE QUICK AND THE DEAD: STATE OF THE PLATFORM NATION

This follow up to the barn-burning PLATFORMS ARE DEAD is the lang cat's typically reverential look at the platforms market in 2016.

September 2016

It’s that time again and we’re #delighted to introduce THE QUICK AND THE DEAD: STATE OF THE PLATFORM NATION. This follow up to the barn-burning PLATFORMS ARE DEAD is the lang cat’s typically reverential look at the platforms market in 2016.

This time round, as well as the usual analysis of who’s done what, why, to whom, with whom and what the resulting legal bill was, you’ll find!

  • A radically expanded data section with all kinds of useful bits!
  • A deep dive into bulk client transfer, with wise words from Towry’s John Porteous!
  • A new analysis of how much it costs to move a client which is in no way made up!
  • Replatforming and its wily ways!
  • The original, oft-copied but never bettered pricing heatmaps!
  • Platform Man broadens his horizons!
  • Platform analysis on more steroids than a banned Olympian!
  • New, quite disturbing cat pictures!

And more. Much more. This guide won’t do your platform due diligence for you ‘but it’ll be a useful part of it.’ 

I’M A STARVING ADVISER! HOW MUCH DOES IT COST?

Prices have been held at the frankly derisory rate of £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 youre a threesixty member.

What’s that? We know, we know, we should charge more. You’re right. But we’re generous to a fault. We can’t help it.

/ Additional reports

Q4 Platform market scorecard

Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter.

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.