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 […]

small things to make your life better #1

So we start as we mean to go on. For anyone wondering where the lang cat got his name, the answer is from a fine Fifish folkie by the name of James Yorkston, who is a guitar hero and all round excellent fellow. His song ‘A Lang Cat’ is the guilty one. Sadly the lang […]

introducing the lang cat

The very first blog post from the lang cat!  As we post, we’ll try to bring you a different take on the key issues facing the platform, pensions and investment industry. The lang cat also knows that there is more to life than this, so every week or so we’ll post something nice to make […]

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.