The Telegraph, mineral water and wrap OR why added value doesn’t work

While pausing in one of this nation’s fine railway stations last week, I found myself fancying a bottle of water. No problem. There was a newsagent, I had legal tender in my pocket and we were all set for a nice bit of free enterprise. Being a legendarily tight Scotsman, I rumbled that whereas a […]

The Telegraph, mineral water and wrap OR why added value doesn’t work

While pausing in one of this nation’s fine railway stations last week, I found myself fancying a bottle of water. No problem. There was a newsagent, I had legal tender in my pocket and we were all set for a nice bit of free enterprise. Being a legendarily tight Scotsman, I rumbled that whereas a […]

what’s the right price for a platform?

I think many would answer that question with a Friedmanite ‘whatever the market will stand’. One major platform provider has just stated in their new business results that they are not seeing any, pressure to reduce margins, which I think is FD-speak for, wahey. The real answer is a bit more nuanced and it really […]

what’s the right price for a platform?

I think many would answer that question with a Friedmanite ‘whatever the market will stand’. One major platform provider has just stated in their new business results that they are not seeing any, pressure to reduce margins, which I think is FD-speak for, wahey. The real answer is a bit more nuanced and it really […]

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.