THE TOP CLASS WEDNESDAY UPDATE IS LOOKING OVER ITS GLASSES AT THE SIPP MARKET

Hello, I’m Tom. Not the previous Tom who’s written this update and is famous for his height and pensions knowledge, but Tom of the Ellis variety who’s considerably less well-known for his pensions wisdom and more for his editorship of Professional Adviser in a past life. Even with my limited pensions wisdom, it’s not escaped […]

THE TOP CLASS WEDNESDAY UPDATE SAYS ONE WEEK TILL THE KIDS GO BACK TO SCHOOL

Oneweektilthekidsgobacktoschool Oneweektilthekidsgobacktoschool Oneweektilthekidsgobacktoschool Oneweektilthekidsgobacktoschool Not that it’s been a long summer or anything. Actually, it hasn’t. Time was that the financial industry would pack up and stop doing interesting things with all the enthusiasm of MPs heading off for a nice break with only about 10 weeks to go until the biggest constitutional shift in […]

PUNS ABOUT SPECIALIST SIPP DUE DILIGENCE ARE HARD TO FIND

Here at the lang cat, we’re no strangers to banging on about due diligence. We’re also not above making suggestions as to how it could be that little bit better/less painful for all concerned. But our feline musings have traditionally been aimed at platforms. While no-one could accuse the regulator of being overly specific in […]

PUNS ABOUT SPECIALIST SIPP DUE DILIGENCE ARE HARD TO FIND

Here at the lang cat, we’re no strangers to banging on about due diligence. We’re also not above making suggestions as to how it could be that little bit better/less painful for all concerned. But our feline musings have traditionally been aimed at platforms. While no-one could accuse the regulator of being overly specific in […]

Bow before the power of arithmetic: ATS ups charges

So we haven’t had any large price changes for a while, hence no pricing blogs. A debt of thanks, then, to Alliance Trust Savings (ATS) who upped its fixed fee charges last week along with unveiling its results (find Citywire coverage of those here) and rolling out its new GBST-powered system to users. Now, before […]

D2C #heatmaps – Update

With ISA season upon us, it’s time for a quick refresh of the lang cat pricing #heatmaps. There’s been a bit of activity recently in the market, so it’s worth having a very quick Woody’s Roundup of what’s been going on; Nutmeg complimented its ISA offering with the launch of a pension. Same charges apply. […]

D2C Platforms – the lang cat heatmaps

If you’ve come to this page looking for the latest lang cat D2C pricing tables, then you’ve hit an extraordinary stroke of luck. (Or just followed a link sent by us. Whatever) Attached below are 2 files showing the most up to date lang cat #heatmaps for D2C investment, one for ISA and one for […]

Pension and platform transfer research: the lang cat needs YOU!

It’s a funny old industry we operate in. You’re sat at your desk; eating lunch and listening to the budget speech; mainly to see how much wine is going up by; and then! well, we were all there. There’s been a lot of discussion about the impact of Budget 2014 on various aspects of the […]

Pension and platform transfer research: the lang cat needs YOU!

It’s a funny old industry we operate in. You’re sat at your desk; eating lunch and listening to the budget speech; mainly to see how much wine is going up by; and then! well, we were all there. There’s been a lot of discussion about the impact of Budget 2014 on various aspects of the […]

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.