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 […]

Are you being served?

On the way up from London the other day, I was flicking through the in-flight magazine and there was a feature on a British based luxury phone maker. In the feature, the CEO was talking about his business being completely customer focused. He says his business is driven by his customer’s needs and desires. It’s […]

Are you being served?

On the way up from London the other day, I was flicking through the in-flight magazine and there was a feature on a British based luxury phone maker. In the feature, the CEO was talking about his business being completely customer focused. He says his business is driven by his customer’s needs and desires. It’s […]

Cut-price fruit, Russian oligarchs and Gary Coleman

A wee roundup of some of the recent moves in direct platform pricing land. Pretty much everyone is in now bar one or two of the white labels who are working out what to do in the Land of Glorious Transparency which is what we are living in and all that. First up, Chelsea went […]

Cut-price fruit, Russian oligarchs and Gary Coleman

A wee roundup of some of the recent moves in direct platform pricing land. Pretty much everyone is in now bar one or two of the white labels who are working out what to do in the Land of Glorious Transparency which is what we are living in and all that. First up, Chelsea went […]

What’s both super and clean? SUPERCLEAN!

Just a short ‘un on HL’s new shiny Wealth 150+. You can read all about it all over the place so we won’t do a big list of all the funds here. But a couple of interesting things have popped up. First, naturally, a few folk have been looking for dodgy wheezes – us included […]

What’s both super and clean? SUPERCLEAN!

Just a short ‘un on HL’s new shiny Wealth 150+. You can read all about it all over the place so we won’t do a big list of all the funds here. But a couple of interesting things have popped up. First, naturally, a few folk have been looking for dodgy wheezes – us included […]

Strawberry, Clubfinance and Close Bros to the diary room

Nothing stands still for long in the platform market, and if you’ve read our ramblings here and in the national meejah then you’ll remember that we said we thought there would be some changes from the published charge sheet. We’ve seen HL do a reverse ferret on the investment trust thing, and we’re also playing […]

Strawberry, Clubfinance and Close Bros to the diary room

Nothing stands still for long in the platform market, and if you’ve read our ramblings here and in the national meejah then you’ll remember that we said we thought there would be some changes from the published charge sheet. We’ve seen HL do a reverse ferret on the investment trust thing, and we’re also playing […]

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.