REPORTS

WHAT WE’RE BEST KNOWN FOR, MAYBE

We love to dig into a topic and give it space to breathe. Ours is an industry of nuance and complexity and we shouldn’t be afraid of that. Some of our reports and publications are sponsored; some are just us.

JULY 2021 Advisers assemble: Why more advisers and DFMs are choosing to operate their own platform
March 21 We’re pleased to announce that the lang cat’s 2020/21 guide to advised investment platforms, State of the Platform Nation, is now live.
February 21 We’ve updated our Guide to ISA Investing for 2021. It’s for you if you’re looking for a bit of help when deciding on the best home for your stocks and shares ISA.
January 21 Welcome to our first-ever ESG paper - 'Crossing The ESG Event Horizon: An Adviser’s Guide'.
October 2021 Welcome to the revised, refreshed and rebranded update to our exploration of drawdown income sustainability.
October 2020 Welcome to the third of the lang cat's Lockdown Papers. Serenity, Courage, Wisdom.
August 2020 Following the launch of Platform Analyser we wanted to create a white paper looking at best practice for due diligence.
July 2020 In this paper we take a lang cat-style look at Centralised Investment Propositions. With our recent research showing over 80% of firms now have a CIP of one form or another.
March 2020 Want to invest in a stocks and shares ISA but not quite sure where to start?
March 2020 It’s always a good idea to know what you’re paying for something. How else can you decide whether you’re getting a good deal?
October 19 We’ve long suspected it, but finally have the evidence: complexity is highly effective in stopping people from understanding the charges they pay for investments and then switching.
October 19 Those of you with excellent memories (or quite possibly too much spare time) may recall that, around this time last year, we took a long hard look at the barriers getting in between advisers and investment companies.