/Platforms

You Can Do It

Overcoming the barriers to using investment companies on platforms

Those of you with excellent memories (or quite possibly too much spare time) may recall that, around this time last year, we took a long hard look at the barriers getting in between advisers and investment companies.

Some barriers were real, some perceived but all were impeding the potential flow of assets.

This time around we’re taking a more positive slant and looking at how advisers are overcoming those barriers to integrate investment companies into their recommendations.

As part of our research we spoke with a number of advisers who very generously shared their time, experience and views with us. We certainly found it enlightening and we hope you do too.

The paper is free to download, thanks to the good sorts at the Association of Investment Companies (AIC) who kindly sponsored it. However, and to be nice and clear, the content, analysis and opinions are all ours.

We hope you enjoy the paper. As ever, do let us know what you think.

/ 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.