PS13/1 – calling all advisers

It’s been a week since we launched our first ever white/yellow and grey paper, It’s all about you: Tackling your PS13/1 due diligence requirements’ and it’s fair to say that we’ve been bowled over by the response. There’s been a lot of tweeting and some press activity which is great but the thing that really […]

It’s all about you…and PS13/1

Mention a song title and a tune or lyrics will instantly spring to your mind. For you, it’s the most natural thing in the world. But perception differs. The song I think of might be quite different to the one you think of. Such is the nature of consciousness. You can’t fight it. The lang […]

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.