It’s all in the game

One of the most iconic scenes in The Wire is the court room scene where Omar, a character who has a penchant for murdering drug dealers, is being cross examined by an especially slimy prosecution lawyer. After a couple of minutes of the lawyer lambasting our hero for living off the drug trade and creating […]

Transferring from Stocks and Shares to Cash

The not-so-NISA sting in the tail On the 1st of July, the whole world will tilt on its axis as swathes of Great British investors rush to top up their ISA allowance to a whopping £15,000. People are positively giddy with excitement at the freedom allowed them by Chancellor Osborne’s sweeping budget reforms. Not only […]

Transferring from Stocks and Shares to Cash

The not-so-NISA sting in the tail On the 1st of July, the whole world will tilt on its axis as swathes of Great British investors rush to top up their ISA allowance to a whopping £15,000. People are positively giddy with excitement at the freedom allowed them by Chancellor Osborne’s sweeping budget reforms. Not only […]

A new dawn rises – but not on exit charges

Nick Paler’s interview with Hargreavesâ?? Ian Gorham in Professional Adviser last week caught my eye. Headlined ‘We will not scrap exit fees until FCA tightens transfer rules‘, in it Gorham explains the thinking behind Hargreaves campaign for the FCA to take action and make transfers of stock easier to do across the whole industry. It’s […]

A new dawn rises – but not on exit charges

Nick Paler’s interview with Hargreavesâ?? Ian Gorham in Professional Adviser last week caught my eye. Headlined ‘We will not scrap exit fees until FCA tightens transfer rules‘, in it Gorham explains the thinking behind Hargreaves campaign for the FCA to take action and make transfers of stock easier to do across the whole industry. It’s […]

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.