Strawberry, Clubfinance and Close Bros to the diary room

Nothing stands still for long in the platform market, and if you’ve read our ramblings here and in the national meejah then you’ll remember that we said we thought there would be some changes from the published charge sheet. We’ve seen HL do a reverse ferret on the investment trust thing, and we’re also playing […]

Strawberry, Clubfinance and Close Bros to the diary room

Nothing stands still for long in the platform market, and if you’ve read our ramblings here and in the national meejah then you’ll remember that we said we thought there would be some changes from the published charge sheet. We’ve seen HL do a reverse ferret on the investment trust thing, and we’re also playing […]

A guest blog from Ivan Opinion

Hello. We’ve been really chuffed with the interaction we’ve had on the blog since starting to cover Hargreaves Lansdown and the other direct platforms. So we asked a couple of our more prolific commenters if they’d be willing to write some stuff for us – and we’re delighted to say that Ivan Opinion (and yes, […]

Exit fees and why platforms shouldn’t be like mobile phones

Just a very quick blog as I haven’t posted in the last week; been out and about touring, talking about auto-enrolment rather than platforms. Just for giggles. To mix it up. What a rock’n’roll life I lead, etc. Anyway, we jack-in-the-boxed in the Telegraph as part of a story on exit fees on platforms; something […]

Exit fees and why platforms shouldn’t be like mobile phones

Just a very quick blog as I haven’t posted in the last week; been out and about touring, talking about auto-enrolment rather than platforms. Just for giggles. To mix it up. What a rock’n’roll life I lead, etc. Anyway, we jack-in-the-boxed in the Telegraph as part of a story on exit fees on platforms; something […]

A guest blog from Ivan Opinion

Hello. We’ve been really chuffed with the interaction we’ve had on the blog since starting to cover Hargreaves Lansdown and the other direct platforms. So we asked a couple of our more prolific commenters if they’d be willing to write some stuff for us – and we’re delighted to say that Ivan Opinion (and yes, […]

As you were, lads – Hargreaves does a reverse ferret

So just a short note to confirm that HL has done the decent thing on the investment trust side and removed the distinction between shares and ITs. This means that the max you will pay for holding exchange traded instruments is £45 in ISA or GIA and £200 in SIPP. This is good news and […]

As you were, lads – Hargreaves does a reverse ferret

So just a short note to confirm that HL has done the decent thing on the investment trust side and removed the distinction between shares and ITs. This means that the max you will pay for holding exchange traded instruments is £45 in ISA or GIA and £200 in SIPP. This is good news and […]

Fashionably late – Halifax Sharedealing and Bestinvest slink in at the back

Another Friday, another bunch of platforms to round up. This time we welcome Halifax Sharedealing and Bestinvest to the party – we’ll move past the fact they’re late and celebrate that they’re here at all. Nearly everyone has announced now; we lack Chelsea and a few of the smaller brokers, but that’s about it. The […]

Fashionably late – Halifax Sharedealing and Bestinvest slink in at the back

Another Friday, another bunch of platforms to round up. This time we welcome Halifax Sharedealing and Bestinvest to the party – we’ll move past the fact they’re late and celebrate that they’re here at all. Nearly everyone has announced now; we lack Chelsea and a few of the smaller brokers, but that’s about it. The […]

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.