Let the tweaking commence

See, they all bang on about ‘it’s not price, it’s value?‘ and all that kind of thing, and then the tweaking starts. The latest tweak isn’t from a platform; it’s from a DFM. Brooks Mac, a highly respectable and well-supported DFM is cutting the charge for its model portfolios from an average of 60bps inc […]

Let the tweaking commence

See, they all bang on about ‘it’s not price, it’s value?‘ and all that kind of thing, and then the tweaking starts. The latest tweak isn’t from a platform; it’s from a DFM. Brooks Mac, a highly respectable and well-supported DFM is cutting the charge for its model portfolios from an average of 60bps inc […]

Oh, what a feeling! Aegon dances on the ceiling.

Another day, another price movement. Fresh on the back of the Cofunds SIPP update yesterday, the Dutch massive have entered the fray, announcing revised charging structures on both the ARC platform and One Retirement pension product. From 3 May there is a now a price ceiling at £250k in both cases. We think this is […]

Oh, what a feeling! Aegon dances on the ceiling.

Another day, another price movement. Fresh on the back of the Cofunds SIPP update yesterday, the Dutch massive have entered the fray, announcing revised charging structures on both the ARC platform and One Retirement pension product. From 3 May there is a now a price ceiling at £250k in both cases. We think this is […]

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, […]

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, […]

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 […]

The meek geek week shall inherit the earth. With advertising.

So that’s been quite a week in Platformland then. Most importantly, some bunch of Scots jokers published something and did a load of twitter awards nonsense. If you want to read about it go here and you should be able to sort of follow it. It was fun, and thanks to those of you who […]

The rich get richer, the poor get the picture – Nucleus does its bit

There have been few things I’ve enjoyed more since joining the lang cat than buffing up our patented Recursive Pricing Engine (with integrated Turing Guessing Module). But it’s been a little quiet on the pricing front, so when I heard that Nucleus had trimmed its charges, I positively sprinted into work[1] to get my claws […]

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.