Woodford: The Fees – Part The Second

(apologies for nicking Mark L’s headline. Maniac dictator’s privilege) So as you read this, there will be excitement, feigned or otherwise, about who is or isn’t getting Mr Woodford’s Famous Enormous ‘SUPERCLEAN’ Discount. It’s certain now that our favourite Bristolians with the big direct marketing bill get the Z class at 0.65% with a taxable 5bps […]

Woodford: The Fees – Part The Second

(apologies for nicking Mark L’s headline. Maniac dictator’s privilege) So as you read this, there will be excitement, feigned or otherwise, about who is or isn’t getting Mr Woodford’s Famous Enormous ‘SUPERCLEAN’ Discount. It’s certain now that our favourite Bristolians with the big direct marketing bill get the Z class at 0.65% with a taxable 5bps […]

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 […]

Architaxa takes it up a notch and a surprising admission

Part of being independent is having the freedom to say what you think, even when it’s not popular or doesn’t do you very much good. This normally translates to having a pop at stuck-in-the-past lifecos if you’re me, as the long and growing list of folk who would rather have endless Miley Cyrus videos beamed […]

Bangs and whimpers – the SUPERCLEAN starting gun is fired

Those who know me will be surprised by the following statement: I feel a bit sorry for Standard Life today. OK, as you were. This blog isn’t really about SL. It’s about SUPERCLEAN and it just so happens that SL is first to the party. The Edinburgh titan’s superclean announcement has generated a resounding ‘meh’ […]

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 […]

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.