He Who Must Not Be Named (For Copyright Reasons) & The Curse Of The IMA Sectors

As the sprawling and increasingly desperate Franchise That Would Not Die limps towards its close, I find myself pondering the power of naming. As any fule or fan of the spotty wizard kno, naming something gives you power over it, or calls it into being. This is roughly the same post-structuralist Weltanschauung that led Ferdinand […]

Where next for platform inflows?

One of the luxuries of being independent is that you can take your time to think about the stories of the day before posting. So it’s in that spirit that I’ve been chewing over the new inflow figures from the always insightful Platforum and their thoughts on why growth is flatlining (that isn’t to say […]

Where next for platform inflows?

One of the luxuries of being independent is that you can take your time to think about the stories of the day before posting. So it’s in that spirit that I’ve been chewing over the new inflow figures from the always insightful Platforum and their thoughts on why growth is flatlining (that isn’t to say […]

Johnny shall have a new master

See saw, Marjorie Daw, Johnny shall have a new master, He shall have but a penny a day, Because he can’t work any faster. Speaking recently at an Insurance Society of Edinburgh do at a newly-yellow-pointed-hatty Standard Life House, I had occasion to muse publicly on seesaws and their unique relevance to the UK life […]

Johnny shall have a new master

See saw, Marjorie Daw, Johnny shall have a new master, He shall have but a penny a day, Because he can’t work any faster. Speaking recently at an Insurance Society of Edinburgh do at a newly-yellow-pointed-hatty Standard Life House, I had occasion to muse publicly on seesaws and their unique relevance to the UK life […]

Flogging meat to the vegetarians

My good friend Alsy – the finest web manager in the third sector – sent me this story and it seemed pretty relevant as our industry tries to work out how to market itself better. Our hero is a fella by the name of Mac Macintosh. I suspect that is not his real first name. […]

Flogging meat to the vegetarians

My good friend Alsy – the finest web manager in the third sector – sent me this story and it seemed pretty relevant as our industry tries to work out how to market itself better. Our hero is a fella by the name of Mac Macintosh. I suspect that is not his real first name. […]

The Telegraph, mineral water and wrap OR why added value doesn’t work

While pausing in one of this nation’s fine railway stations last week, I found myself fancying a bottle of water. No problem. There was a newsagent, I had legal tender in my pocket and we were all set for a nice bit of free enterprise. Being a legendarily tight Scotsman, I rumbled that whereas a […]

The Telegraph, mineral water and wrap OR why added value doesn’t work

While pausing in one of this nation’s fine railway stations last week, I found myself fancying a bottle of water. No problem. There was a newsagent, I had legal tender in my pocket and we were all set for a nice bit of free enterprise. Being a legendarily tight Scotsman, I rumbled that whereas a […]

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.