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 […]

Happyish New Year – ATS hikes its charges

Well, here we are on the last day of 2013 and I’m writing about platform pricing. Plus ca change, and all that. Our subject today – and I’ll be brief – is Alliance Trust Savings (disclosure: ATS is a client of the lang cat), which has hiked its price for both advised and direct customers. […]

PS13/1 – calling all advisers

It’s been a week since we launched our first ever white/yellow and grey paper, It’s all about you: Tackling your PS13/1 due diligence requirements’ and it’s fair to say that we’ve been bowled over by the response. There’s been a lot of tweeting and some press activity which is great but the thing that really […]

It’s all about you…and PS13/1

Mention a song title and a tune or lyrics will instantly spring to your mind. For you, it’s the most natural thing in the world. But perception differs. The song I think of might be quite different to the one you think of. Such is the nature of consciousness. You can’t fight it. The lang […]

Mr Blonde and the art of platform pricing Cofunds wields the razor

As a business which analyses platform pricing, amongst other things, we do have a rich and varied life, we spend a fair bit of time pressuring platforms who have not adequately described what it is they do and why it’s worth what they charge. It’s those platforms which feel the greatest price pressure and which […]

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.