Why platforms are so complicated

If you listen very closely you can hear the faint gnashing of teeth in various large office buildings round the country. It’s said sometimes that providers are now run by accountants, not actuaries. But actuaries, like certain water-borne infections, are hard to kill and they’re hard wired into the DNA of these large companies. Why […]

setting the foxes to watch the henhouse

Sorry about the title of this post. Sometimes a piece jumps up that just fits into a cliche so neatly you can’t resist it, and this is one of those. Citywire reports that the UK Platform Group (broadly speaking the fund supermarkets) are putting together a proposal for a unified standard of disclosure for the […]

setting the foxes to watch the henhouse

Sorry about the title of this post. Sometimes a piece jumps up that just fits into a cliche so neatly you can’t resist it, and this is one of those. Citywire reports that the UK Platform Group (broadly speaking the fund supermarkets) are putting together a proposal for a unified standard of disclosure for the […]

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.