the lang cat gets published

Forgive the self-puffery, but a bit of a landmark moment for the lang cat. My first feature not as part of the corporate machine was carried in the fine publication we know as Pensions Management in their December issue. It’s a longer version of this post – what’s the right price for a platform? You […]

the lang cat gets published

Forgive the self-puffery, but a bit of a landmark moment for the lang cat. My first feature not as part of the corporate machine was carried in the fine publication we know as Pensions Management in their December issue. It’s a longer version of this post – what’s the right price for a platform? You […]

Why platforms are so complicated

If you listen very closely you can hear the faint gnashing of teeth in various large office buildings round the country. It’s said sometimes that providers are now run by accountants, not actuaries. But actuaries, like certain water-borne infections, are hard to kill and they’re hard wired into the DNA of these large companies. Why […]

Why platforms are so complicated

If you listen very closely you can hear the faint gnashing of teeth in various large office buildings round the country. It’s said sometimes that providers are now run by accountants, not actuaries. But actuaries, like certain water-borne infections, are hard to kill and they’re hard wired into the DNA of these large companies. Why […]

All your rebate are belong to us (3 wishes for the FSA platform paper)

This post was originally going to be a wishlist for the FSA’s platforms paper, expected later this week. But in the last 48 hours a couple of interesting things about rebates and margins have popped up that bear a wee bit of investigating. First up, a rumour hit Citywire that FSA will ban rebates being […]

All your rebate are belong to us (3 wishes for the FSA platform paper)

This post was originally going to be a wishlist for the FSA’s platforms paper, expected later this week. But in the last 48 hours a couple of interesting things about rebates and margins have popped up that bear a wee bit of investigating. First up, a rumour hit Citywire that FSA will ban rebates being […]

what’s the right price for a platform?

I think many would answer that question with a Friedmanite ‘whatever the market will stand’. One major platform provider has just stated in their new business results that they are not seeing any, pressure to reduce margins, which I think is FD-speak for, wahey. The real answer is a bit more nuanced and it really […]

what’s the right price for a platform?

I think many would answer that question with a Friedmanite ‘whatever the market will stand’. One major platform provider has just stated in their new business results that they are not seeing any, pressure to reduce margins, which I think is FD-speak for, wahey. The real answer is a bit more nuanced and it really […]

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.