OMG, OMW! WHEN REPLATFORMING ATTACKS.

One of the running sores of the platform industry, for a long time, has been replatforming. This is a typically abstruse[1] term coined by the industry for moving the underlying assets on a platform from one technology firm to another. Sound simple? Well, itâ’s not. I’ve been fond of saying for a while that ‘there […]

OMG, OMW! WHEN REPLATFORMING ATTACKS.

One of the running sores of the platform industry, for a long time, has been replatforming. This is a typically abstruse[1] term coined by the industry for moving the underlying assets on a platform from one technology firm to another. Sound simple? Well, itâ’s not. I’ve been fond of saying for a while that ‘there […]

the lang cat recruits Mike Barrett from Old Mutual Wealth

Yes, you read it right. Big news and great times for us. The below is the text of a press release that’s going out today. We are very excited, but we’re sitting down so you can’t tell… The lang cat, Leith’s leading[1] independent platforms, pensions and investment consultancy is almost childishly excited to announce the […]

Orchestrated Maneouvres in the Wealth

Yeah, sorry about that. So it’s been a while since I wrote here, which is daft, but no-one said I was smart. Anyway, I wanted to rekindle the blog a bit, so you’ll have to put up with it, unless you stop reading here, when you won’t. So that’s all good. Skandia Old Mutual Wealth […]

Orchestrated Maneouvres in the Wealth

Yeah, sorry about that. So it’s been a while since I wrote here, which is daft, but no-one said I was smart. Anyway, I wanted to rekindle the blog a bit, so you’ll have to put up with it, unless you stop reading here, when you won’t. So that’s all good. Skandia Old Mutual Wealth […]

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.