Gracious, how vexing.

A short but highly peeved post today as a result of the FSA mucking about still further on platform rebates. You can read a summary of the story on Citywire, with a fetching picture of Hugo. I’ve written before on the lunacy of the cash rebate ban on platforms. On the patented Lang Cat Scale […]

Gracious, how vexing.

A short but highly peeved post today as a result of the FSA mucking about still further on platform rebates. You can read a summary of the story on Citywire, with a fetching picture of Hugo. I’ve written before on the lunacy of the cash rebate ban on platforms. On the patented Lang Cat Scale […]

Direct action

If you’ve been watching TV recently, you’ll have spotted that service is everywhere. In our new and shiny Big Society we do love a campaign, so while Hugh, Jamie et al are saving the fish, Mary Portas and Michel Roux Jr are on a mission to improve customer service in the UK. Most of this […]

Direct action

If you’ve been watching TV recently, you’ll have spotted that service is everywhere. In our new and shiny Big Society we do love a campaign, so while Hugh, Jamie et al are saving the fish, Mary Portas and Michel Roux Jr are on a mission to improve customer service in the UK. Most of this […]

Shopping baskets, platform charges and Rolos

Back in the day, when I was learning how to sell endowments and transparency was the stuff of a madman’s dreams, I was coached to describe the charging structure as a ‘shopping basket’ of charges. This masterstroke of metaphor was intended to neatly sweep away the complexity of initial units, allocation rates, policy fees, AMCs, […]

Shopping baskets, platform charges and Rolos

Back in the day, when I was learning how to sell endowments and transparency was the stuff of a madman’s dreams, I was coached to describe the charging structure as a ‘shopping basket’ of charges. This masterstroke of metaphor was intended to neatly sweep away the complexity of initial units, allocation rates, policy fees, AMCs, […]

setting the foxes to watch the henhouse

Sorry about the title of this post. Sometimes a piece jumps up that just fits into a cliche so neatly you can’t resist it, and this is one of those. Citywire reports that the UK Platform Group (broadly speaking the fund supermarkets) are putting together a proposal for a unified standard of disclosure for the […]

setting the foxes to watch the henhouse

Sorry about the title of this post. Sometimes a piece jumps up that just fits into a cliche so neatly you can’t resist it, and this is one of those. Citywire reports that the UK Platform Group (broadly speaking the fund supermarkets) are putting together a proposal for a unified standard of disclosure for the […]

You sort it out. You. Sort it. Out.

Just a quick post on one of the things from CP10/29 that hasn’t picked up so much coverage in amongst all the hoohah on rebates, admin payments and so on. Later on in the CP, our narrator says “We are proposing new rules to ensure that investors who access authorised funds through intermediate unitholders receive […]

You sort it out. You. Sort it. Out.

Just a quick post on one of the things from CP10/29 that hasn’t picked up so much coverage in amongst all the hoohah on rebates, admin payments and so on. Later on in the CP, our narrator says “We are proposing new rules to ensure that investors who access authorised funds through intermediate unitholders receive […]

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.