The duck test

Ducks are straightforward creatures and there is very little confusion or debate involved in whether or not you have seen one. Such is this clarity of recognition that ducks have become a benchmark in establishing confidence in the identification of other items. What may not be so familiar (for the moment at least) is the […]

The duck test

Ducks are straightforward creatures and there is very little confusion or debate involved in whether or not you have seen one. Such is this clarity of recognition that ducks have become a benchmark in establishing confidence in the identification of other items. What may not be so familiar (for the moment at least) is 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.