PS16/12 and the mystery of the cover photos

Another week, another chunky missive from the FCA. Although happily, PS16/12: Pensions reforms, feedback on CP15/30 and final rules and guidance didn’t make me feel like turning green and smashing stuff. So that’s a good start. PS16/12 follows on from CP15/30: Pensions reform, proposed changes to our rules and guidance. It looked at whether consumers […]

REMIND ME WHY WE’RE DOING THIS AGAIN?

There’s a theme running through the FCA’s Consultation Paper 16/12: Secondary Annuity Market proposed rules and guidance. If you’ve braved all 112 pages (or any of them really) you might have spotted it. Here are some clues! Paragraph 1.7, We believe that there is a significant risk of poor outcomes for consumers in the secondary […]

Another blog about retiring

Six months ago or so I wrote a blog about my Dad’s imminent retirement. I’m not egotistical enough to assume you’ve been on the edge of your collective seats waiting on an update (The Deathly Hallows this ain’t) but here it is anyway. Nelson Sr. got off to a disheartening start thanks to some pretty […]

Another blog about retiring

Six months ago or so I wrote a blog about my Dad’s imminent retirement. I’m not egotistical enough to assume you’ve been on the edge of your collective seats waiting on an update (The Deathly Hallows this ain’t) but here it is anyway. Nelson Sr. got off to a disheartening start thanks to some pretty […]

Active Member Discounts – Oops! We Did It Again

I don’t do much writing on pensions these days, but before all the platforms stuff I was a corporate pensions dude and once you’ve been there, it never leaves you, sort of thing. So I was fascinated to see that the issue of Active Member Discounts (AMDs) on group pensions is rearing its head again. […]

Active Member Discounts – Oops! We Did It Again

I don’t do much writing on pensions these days, but before all the platforms stuff I was a corporate pensions dude and once you’ve been there, it never leaves you, sort of thing. So I was fascinated to see that the issue of Active Member Discounts (AMDs) on group pensions is rearing its head again. […]

Why the ECJ gender ruling means I don’t have to pay my credit card bill

By this time hundreds of thousands of words will have been written on the ECJ ruling about gender discrimination in insurance and pensions. So I won’t rehash what you can find elsewhere, although it is interesting that on twitter, along with #ECJ, the other trending hashtag was #bonkers. Dizzee Rascal would approve. Anyway, I read […]

Why the ECJ gender ruling means I don’t have to pay my credit card bill

By this time hundreds of thousands of words will have been written on the ECJ ruling about gender discrimination in insurance and pensions. So I won’t rehash what you can find elsewhere, although it is interesting that on twitter, along with #ECJ, the other trending hashtag was #bonkers. Dizzee Rascal would approve. Anyway, I read […]

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.