You sort it out. You. Sort it. Out.

Just a quick post on one of the things from CP10/29 that hasn’t picked up so much coverage in amongst all the hoohah on rebates, admin payments and so on. Later on in the CP, our narrator says “We are proposing new rules to ensure that investors who access authorised funds through intermediate unitholders receive […]

You sort it out. You. Sort it. Out.

Just a quick post on one of the things from CP10/29 that hasn’t picked up so much coverage in amongst all the hoohah on rebates, admin payments and so on. Later on in the CP, our narrator says “We are proposing new rules to ensure that investors who access authorised funds through intermediate unitholders receive […]

all your rebate are belong to us pt.2

In my previous post (all your rebate are belong to us) I set out 3 wishes for the FSA platform paper we now know as CP10/29. The nice thing about the lang cat not being a vested interest is that I was able to take a bit of time to reflect before weighing in. Having […]

all your rebate are belong to us pt.2

In my previous post (all your rebate are belong to us) I set out 3 wishes for the FSA platform paper we now know as CP10/29. The nice thing about the lang cat not being a vested interest is that I was able to take a bit of time to reflect before weighing in. Having […]

Sorry, Macquarie

Macquarie’s decision this week to close its UK platform could hardly have been timed better, or worse. Previously serene platform hacks were sent into a gibbering caffeine-fuelled overdrive as they tried to cover CP10/29 and this big news from the Australian giant at the same time. The lang cat is under no such pressure, so […]

Sorry, Macquarie

Macquarie’s decision this week to close its UK platform could hardly have been timed better, or worse. Previously serene platform hacks were sent into a gibbering caffeine-fuelled overdrive as they tried to cover CP10/29 and this big news from the Australian giant at the same time. The lang cat is under no such pressure, so […]

All your rebate are belong to us (3 wishes for the FSA platform paper)

This post was originally going to be a wishlist for the FSA’s platforms paper, expected later this week. But in the last 48 hours a couple of interesting things about rebates and margins have popped up that bear a wee bit of investigating. First up, a rumour hit Citywire that FSA will ban rebates being […]

All your rebate are belong to us (3 wishes for the FSA platform paper)

This post was originally going to be a wishlist for the FSA’s platforms paper, expected later this week. But in the last 48 hours a couple of interesting things about rebates and margins have popped up that bear a wee bit of investigating. First up, a rumour hit Citywire that FSA will ban rebates being […]

what’s the right price for a platform?

I think many would answer that question with a Friedmanite ‘whatever the market will stand’. One major platform provider has just stated in their new business results that they are not seeing any, pressure to reduce margins, which I think is FD-speak for, wahey. The real answer is a bit more nuanced and it really […]

small things to make your life better #1

So we start as we mean to go on. For anyone wondering where the lang cat got his name, the answer is from a fine Fifish folkie by the name of James Yorkston, who is a guitar hero and all round excellent fellow. His song ‘A Lang Cat’ is the guilty one. Sadly the lang […]

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.