Pensions, politics and priorities

Our Director of Public Affairs, Tom McPhail, reflects on the Autumn Statement and its headline proposal around the idea of a pension pot for life.

The Top Class Wednesday Update delivers delivers delivers delivers

You know what? I can’t even. So here’s a joke instead. Why are ants always getting sick? Because they only have tiny antibodies. Thank you. I’m not here all week. Might take to my bed for the next two years. Quite tempted to leave the Update there. But I won’t. Instead, let’s have a think […]

How to survive Consumer Duty

Tom McPhail and Mike Barrett talk through the key issues from the 200-odd pages from the FCA’s Consumer Duty papers.

Consumer Duty: Cut out and keep guide

The FCA has published the final rules for the Consumer Duty, the implementation period has been confirmed, and it is over to you dear adviser/platform/asset manager/tech supplier (delete as appropriate) to make the necessary changes. The good news is, as you would expect, we’ve got your back. We’ve been busy with our own readiness program […]

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.