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 […]

Platforms! Faahzands of em! Barclays et al go over the top.

Yes, I know that was never in the film. But it seemed relevant as we round up some of the platforms who we haven’t covered hitherto (posh) and also take a look at Barclays Stockbrokers, who announced their plans today. Judging by the traffic on these blogs, and some of the comments, investors are really […]

Platforms! Faahzands of em! Barclays et al go over the top.

Yes, I know that was never in the film. But it seemed relevant as we round up some of the platforms who we haven’t covered hitherto (posh) and also take a look at Barclays Stockbrokers, who announced their plans today. Judging by the traffic on these blogs, and some of the comments, investors are really […]

Next please – Fidelity joins the new world

So yesterday Fidelity showed the best of British pluck and joined the huddled masses of direct platforms in our Tables Of Repentance – obviously the only reason a provider declares its new pricing is to get a spot therein. Happily for you, and for us, Fiddy went down the simple(ish) route, and here’s what happened: […]

Next please – Fidelity joins the new world

So yesterday Fidelity showed the best of British pluck and joined the huddled masses of direct platforms in our Tables Of Repentance – obviously the only reason a provider declares its new pricing is to get a spot therein. Happily for you, and for us, Fiddy went down the simple(ish) route, and here’s what happened: […]

Back for more – Hargreaves Lansdown, Part The Second

That’s been quite a day. Reaction to HL’s announcement has been pretty mixed – more than I thought it would have been. Hater of the day prize goes to Dan Hyde in the super soaraway Torygraph with this piece – “Why investors should leave Hargreaves Lansdown“. Others were a bit more measured, and for once […]

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.