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.

STATE OF THE PLATFORM NATION 2020/21

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.

GUIDE TO ISA INVESTING 2021

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.

Crossing The ESG Event Horizon: An Adviser’s Guide

January 21

Welcome to our first-ever ESG paper – ‘Crossing The ESG Event Horizon: An Adviser’s Guide’.

TO RETIREMENT AND BEYOND: THE LIFETIME COSTS OF INVESTING – 2020 UPDATE

December 2020

Welcome to the revised, refreshed and rebranded update to our exploration of drawdown income sustainability.

SERENITY. COURAGE. WISDOM.

October 2020

Welcome to the third of the lang cat’s Lockdown Papers. Serenity, Courage, Wisdom.

Let the Suitable One(s) In

August 2020

Following the launch of Platform Analyser we wanted to create a white paper looking at best practice for due diligence.

BETTER. STRONGER. FASTER.

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.

THE LANG CAT GUIDE TO ISA INVESTING 2020

March 2020

Want to invest in a stocks and shares ISA but not quite sure where to start?

THE LANG CAT GUIDE TO ISA PRICING 2020

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?

Can’t Get There From Here – Barriers To Switching In The Stocks And Shares ISA Market

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.

You Can Do It – Overcoming The Barriers To Using Investment Companies On Platforms

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.

A Disconnected World: The Adviser’s Reality

September 19

Are we as connected as we think we are? For the last few years Origo has been focused on exploring the data journey between the various elements and procedures of the financial world.

REPORTS

WHAT WE’RE BEST KNOWN FOR, MAYBE

March 21

February 21

January 21

December 2020

October 2020

August 2020

July 2020

March 2020

March 2020

October 19

October 19

September 19

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