The worst of all worlds

You couldn’t make it up. I’m yet to meet anyone who thinks unit rebates are a good idea. That’s not quite true. I know one provider who likes them, mainly because they have the functionality in place to deal with them and they reckon there’s a competitive advantage there (that may not be how they’d […]

FG12/16 – left a bit…right a bit…no, as you were.

Selfishly, FSA have just published their Finalised Guidance paper FG12/16 on Centralised Investment Propositions and replacement business. I say selfishly, because I’ve been out all week and am trying to catch up with some stuff and instead I’ve had to read the paper and do this blog. Most of it is the same stuff as […]

Noddle use required

So I had an interesting day yesterday at the Platforum regional roadshow in sunny Polmont (aim for the big oil refinery, you can’t miss it, unless you’re Holly). Lots of good sessions, free flip-flops on the Aviva stand and, most importantly, Rory Percival, the FSA’s technical specialist on platformy things. Incidentally, Glasvegas wrote a song […]

GC12-06 – The Little Paper That Makes A Big Difference

Back in the mists of last August, I mentioned the FSA Says, We’re Rubber, You’re Glue, It Bounces Off Us And Sticks To You! here that the FSA were looking newly buffed and getting punchy with the industry, right there in print. That buffing is reaffirmed in their latest exocet, Guidance Consultation 12-06, which came […]

Bosh, bish, the end of commish

Busy week this week. Now the FSA have only gone and published their latest Consultation Paper (CP) on the treatment of legacy assets as far as commission and adviser charging are concerned. The paper’s title is CP11/26 and it turns out to be rather important. First off, if you’re looking for it you can find […]

Bosh, bish, the end of commish

Busy week this week. Now the FSA have only gone and published their latest Consultation Paper (CP) on the treatment of legacy assets as far as commission and adviser charging are concerned. The paper’s title is CP11/26 and it turns out to be rather important. First off, if you’re looking for it you can find […]

Blah blah rebates blah blah

Oh for the love of the big man, people, you were meant to have got this all fixed by now. But returning after a stint looking after the lang kitten, I find that we are still ripping ourselves apart on the issue of how we charge customers less for stuff. I’m in favour of preserving […]

Blah blah rebates blah blah

Oh for the love of the big man, people, you were meant to have got this all fixed by now. But returning after a stint looking after the lang kitten, I find that we are still ripping ourselves apart on the issue of how we charge customers less for stuff. I’m in favour of preserving […]

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.