Johnny shall have a new master

See saw, Marjorie Daw, Johnny shall have a new master, He shall have but a penny a day, Because he can’t work any faster. Speaking recently at an Insurance Society of Edinburgh do at a newly-yellow-pointed-hatty Standard Life House, I had occasion to muse publicly on seesaws and their unique relevance to the UK life […]

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 […]

all your rebate are belong to us pt.2

In my previous post (all your rebate are belong to us) I set out 3 wishes for the FSA platform paper we now know as CP10/29. The nice thing about the lang cat not being a vested interest is that I was able to take a bit of time to reflect before weighing in. Having […]

all your rebate are belong to us pt.2

In my previous post (all your rebate are belong to us) I set out 3 wishes for the FSA platform paper we now know as CP10/29. The nice thing about the lang cat not being a vested interest is that I was able to take a bit of time to reflect before weighing in. Having […]

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 […]

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.