Oliver provides copywriting and editing support across our PR & Comms team, as well as looking after a couple of clients. He also helps with proofreading our research and insight output. With a background in advertising and B2B and B2C communications, Oliver freelanced for quite some time before entering the platform world with Zurich in 2015, specialising in platform due diligence. During the pandemic Zurich’s wealth platform was sold to Embark, from where he joined the lang cat in late 2021.
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.
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.
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.
