GAME OVER. No credits remaining. This platform paper bites.

OK, no funny stuff this time, straight to it. PS13/1 is the logical extension of the RDR, and the paper which, in the main, kills off the model that built something like 60-70% of the assets under administration in the UK platform market and nearly all the D2C market. All that bundled supermarket business is […]

SUPERCLEAN – sorts stubborn semi-bundled stains!

So things move on apace in the clean share class / rebate war, and the industry continues to eat its young with gay abandon. The latest development to shine in is from everyone’s favourite consumer champion, Standard Life, who today announced it’s going to launch a whizzo range of SUPERCLEAN funds onto SL Wrap. SUPERCLEAN funds are […]

Rebates, tax and falafels

So in a move which surprised pretty much no-one, HMRC today ruled that rebates, whether in cash or in units, will be taxable. What fewer folk were expecting was that this will take effect from 6 April this year. This only applies to monies held outside an ISA or pension (thanks!) and isn’t retrospective (big […]

The worst of all worlds

You couldn’t make it up. I’m yet to meet anyone who thinks unit rebates are a good idea. That’s not quite true. I know one provider who likes them, mainly because they have the functionality in place to deal with them and they reckon there’s a competitive advantage there (that may not be how they’d […]

Clean is the new dirty

Hello and welcome to the first lang cat blog of 2013. At least the first blog on this site, I,ve been doing some posting over on Adviser Lounge, which is worth a visit if you haven,t already. So the hot issue at the moment, now that RDR is here, is fund rebates and their wily […]

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.