Tom McPhail

Director of public affairs

Tom has worked in financial services since 1986. For 18 years he was head of policy and lead pensions spokesman for the investment platform Hargreaves Lansdown. During this time, he was a frequent contributor to media and policy discussions and analysis of pensions. In 2021 Tom conducted an external review of the Money and Pensions Service on behalf of the DWP. He has worked for the lang cat since 2021. In 2022 Tom authored an award-winning report on the Equity Release sector, titled House Rules.

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.