What people are hoping to get out of AdviceTech Catwalk, and where they see the role of tech in their business.
State of the Platform Nation has landed Armed with the latest data Rich Mayor discusses where the platform sector could be headed next
Mark Polson dives into the FCA 8217 s retirement income market data as well as lamenting the fact he is now dad to two teenagers 8230
Alison Updates us this week about the FCA s plans to take a new approach to enforcement and rules around technology
Mike Barrett joins Quilter Cheviot to discuss key areas of due diligence that advisers need to consider when looking at their MPS solutions on May 15. More info and registration here.
Continuing on the work from The Advice Gap last year, the report will launch on July 3rd. More details on the report and the webinar will be available soon.
Steve Nelson and Rich Mayor are out on a nationwide roadshow series from May 14 with LV= and Blackrock. You’ll hear from experts (as well as Steve and Rich) on what keeps advisers up at night. More info and booking here.
Experts from the lang cat, Just, Wealthtime and Copia will be speaking at the events for CPD-accredited discussions covering the impact of the FCA’s review on retirement planning now and in the years to come. From 16 April – more here.
Tom McPhail is appearing at the TISA conference in London on 29 April, discussing current issues in the pensions industry. More here.
Now in wave 6, State of the Advice Nation (SOTAN) is the UK’s best insight into the UK advice profession, taking a sentiment-led approach to data.
What do we mean by that? Well, there’s no point finding out what people do and what they pick without trying to find out why.
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.
