Pension and platform transfer research: the lang cat needs YOU!

It’s a funny old industry we operate in. You’re sat at your desk; eating lunch and listening to the budget speech; mainly to see how much wine is going up by; and then! well, we were all there. There’s been a lot of discussion about the impact of Budget 2014 on various aspects of the […]

Pension and platform transfer research: the lang cat needs YOU!

It’s a funny old industry we operate in. You’re sat at your desk; eating lunch and listening to the budget speech; mainly to see how much wine is going up by; and then! well, we were all there. There’s been a lot of discussion about the impact of Budget 2014 on various aspects of the […]

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.