/Platforms

Come and have a go too

It doesn't seem like a year since we launched the lang cat's first ever guide to direct investing: Come and Have a Go.

June 2015

THE SECOND LANG CAT GUIDE TO DIRECT PLATFORM INVESTING

It doesn’t seem like a year since we launched the lang cat’s first ever guide to direct investing: Come and Have a Go. But it is. That one was a bit of an experiment ‘our first time writing for non-industry folk’ but some of those people were quite nice about it, so we decided to do it all over again with the imaginatively titled ‘Come and Have a Go Too’. All new, all free, with no sponsors, ads or ulterior motives.

What have we been up to now?

The run up to last year’s launch was a bit exciting for the direct market, with everyone showing their hand on explicit charges. The past year has also been hectic. We cover all the goings-on, natch. We also take an in-depth look at a few platforms and cast a lighter glance over some more. There’s a bit about pricing, but not just the pounds and percentages. We spend time guiding you through the charges you might face when setting up your direct platform investment and, just as important but less talked about, those you might encounter on the way out again.

Finally, we have the second annual Lang Cat Direct Platform Awards, where we celebrate platforms who have been super, smashing and may we say, great over the last year.

We hope you read and enjoy it. As ever, we’d love to hear your thoughts either way.

/ Additional reports

Q4 platform market scorecard

Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter.

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.