The fund supermarket Celebrity Deathmatch

Things are hotting up. Hot on the heels of CoFunds announcing that they were going to give fund managers a really sore Chinese burn if they didn’t launch ‘clean’ share classes, those wacky pranksters at Skandia came out in favour of the current 150bps (or whatever) class. The idea for them is that they can […]

The fund supermarket Celebrity Deathmatch

Things are hotting up. Hot on the heels of CoFunds announcing that they were going to give fund managers a really sore Chinese burn if they didn’t launch ‘clean’ share classes, those wacky pranksters at Skandia came out in favour of the current 150bps (or whatever) class. The idea for them is that they can […]

Cofunds get their transparency on

So I had the pleasure of attending the Cofunds’ relaunch / refresh / briefing today, wherein Martin, Verona and the gang told us about their plans for unbundling and changing the Cofunds proposition over the next year or so. I’ve been looking forward to this announcement as I am a bit of a fan of […]

Cofunds get their transparency on

So I had the pleasure of attending the Cofunds’ relaunch / refresh / briefing today, wherein Martin, Verona and the gang told us about their plans for unbundling and changing the Cofunds proposition over the next year or so. I’ve been looking forward to this announcement as I am a bit of a fan of […]

Apples and oranges

Last week I wrote nice things about Fidelity and their transparent disclosure of fund manager rebates. This week I find myself back wrestling opacity again, and it reminds me how difficult it is to perform meaningful comparisons between old and new world. To many people outside the platformerati (you’re welcome) with highly-evolved scepticism, platforms are […]

Apples and oranges

Last week I wrote nice things about Fidelity and their transparent disclosure of fund manager rebates. This week I find myself back wrestling opacity again, and it reminds me how difficult it is to perform meaningful comparisons between old and new world. To many people outside the platformerati (you’re welcome) with highly-evolved scepticism, platforms are […]

He Who Must Not Be Named (For Copyright Reasons) & The Curse Of The IMA Sectors

As the sprawling and increasingly desperate Franchise That Would Not Die limps towards its close, I find myself pondering the power of naming. As any fule or fan of the spotty wizard kno, naming something gives you power over it, or calls it into being. This is roughly the same post-structuralist Weltanschauung that led Ferdinand […]

He Who Must Not Be Named (For Copyright Reasons) & The Curse Of The IMA Sectors

As the sprawling and increasingly desperate Franchise That Would Not Die limps towards its close, I find myself pondering the power of naming. As any fule or fan of the spotty wizard kno, naming something gives you power over it, or calls it into being. This is roughly the same post-structuralist Weltanschauung that led Ferdinand […]

Humanity 2.0

Forgive the ramblings of an extremely tired but proud dad. This clearly has nothing to do with platforms or pensions, but I frankly see no point in having your own website if you can’t do stuff like this on it. Anyway, April 17, 2011 at 0716 saw the birth of Angus Matthew Polson, the lang […]

Humanity 2.0

Forgive the ramblings of an extremely tired but proud dad. This clearly has nothing to do with platforms or pensions, but I frankly see no point in having your own website if you can’t do stuff like this on it. Anyway, April 17, 2011 at 0716 saw the birth of Angus Matthew Polson, the lang […]

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.