WELCOME TO THE NO FUN DECADE WITH THE TOP CLASS WEDNESDAY UPDATE

So here we are, and here it is, and I hope you managed to mark the passing of midwinter in the way that makes most spiritual and cultural sense to you. I personally learned some interesting lessons about what happens the next day when you let an 8-year old stay up till 4.15am on Hogmanay. […]

STAT ATTACK! The lang cat’s Q4 2017 advised platform market scorecard is out now.

Terry Huddart summarises the lang cat’s findings from the new edition of its advised Platform Market Scorecard A massive period of disruption is underway in the UK advised platform sector, affecting, by our estimate, £464bn (89%) of AUA. By disruption we mean a major business change event such as a technology upgrade/move, floatation or sale […]

STAT ATTACK! The lang cat’s Q4 2017 advised platform market scorecard is out now.

Terry Huddart summarises the lang cat’s findings from the new edition of its advised Platform Market Scorecard A massive period of disruption is underway in the UK advised platform sector, affecting, by our estimate, £464bn (89%) of AUA. By disruption we mean a major business change event such as a technology upgrade/move, floatation or sale […]

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.