Next please – Fidelity joins the new world

So yesterday Fidelity showed the best of British pluck and joined the huddled masses of direct platforms in our Tables Of Repentance – obviously the only reason a provider declares its new pricing is to get a spot therein. Happily for you, and for us, Fiddy went down the simple(ish) route, and here’s what happened: […]

Next please – Fidelity joins the new world

So yesterday Fidelity showed the best of British pluck and joined the huddled masses of direct platforms in our Tables Of Repentance – obviously the only reason a provider declares its new pricing is to get a spot therein. Happily for you, and for us, Fiddy went down the simple(ish) route, and here’s what happened: […]

Back for more – Hargreaves Lansdown, Part The Second

That’s been quite a day. Reaction to HL’s announcement has been pretty mixed – more than I thought it would have been. Hater of the day prize goes to Dan Hyde in the super soaraway Torygraph with this piece – “Why investors should leave Hargreaves Lansdown“. Others were a bit more measured, and for once […]

Happyish New Year – ATS hikes its charges

Well, here we are on the last day of 2013 and I’m writing about platform pricing. Plus ca change, and all that. Our subject today – and I’ll be brief – is Alliance Trust Savings (disclosure: ATS is a client of the lang cat), which has hiked its price for both advised and direct customers. […]

Architaxa takes it up a notch and a surprising admission

Part of being independent is having the freedom to say what you think, even when it’s not popular or doesn’t do you very much good. This normally translates to having a pop at stuck-in-the-past lifecos if you’re me, as the long and growing list of folk who would rather have endless Miley Cyrus videos beamed […]

Tiers for fears – Standard Life comes out of the shadows

Note:Hidden craftily throughout this blog are song titles by Tears for Fears. Anyone who gets them all wins a free copy of the lang cat Guide to Platform Pricing, along with regular updates for stuff like this. Enter via the comments form below. Standard Life is the last platform to reveal its post-RDR charging structure. […]

Mr Blonde and the art of platform pricing Cofunds wields the razor

As a business which analyses platform pricing, amongst other things, we do have a rich and varied life, we spend a fair bit of time pressuring platforms who have not adequately described what it is they do and why it’s worth what they charge. It’s those platforms which feel the greatest price pressure and which […]

Bangs and whimpers – the SUPERCLEAN starting gun is fired

Those who know me will be surprised by the following statement: I feel a bit sorry for Standard Life today. OK, as you were. This blog isn’t really about SL. It’s about SUPERCLEAN and it just so happens that SL is first to the party. The Edinburgh titan’s superclean announcement has generated a resounding ‘meh’ […]

3 into 1 does go – Raymond James mixes it up

Hello, hello, hot, isn’t it? Well, it is today; where today is the day I’m writing this, which is not necessarily the day you’re reading it. Such is the nature of producing stuff on the online internet superhighway; you can read it when you like, sort of thing. It might not be hot when and […]

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.