Steve Nelson

Insight director

Steve is the lang cat’s insight director and is responsible for the research initiatives carried out within the company, including his favourite project, State of the Advice Nation. He graduated with the most mediocre of Computer Science degrees and was too inept to forge a career there. Fortunately, an Edinburgh life company took pity on him and he’s been working in financial services ever since. All roads continue to lead to the advice profession and Steve is happiest chatting to paraplanners, advisers and business owners about what keeps them awake at night. He’s also a Pointless champion but doesn’t like to talk about it.

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.