/ Platforms

As you were, lads – Hargreaves does a reverse ferret

So just a short note to confirm that HL has done the decent thing on the investment trust side and removed the distinction between shares and ITs. This means that the max you will pay for holding exchange traded instruments is £45 in ISA or GIA and £200 in SIPP.
This is good news and we applaud HL for listening. Obviously it should never have happened and there are questions to be asked about the process that led to it but that’s for another day.
Now, we need to pressure HL to move on the £25 per line exit fee and the per account calculation for discounts. Who’s with me? To the barricades!

/ Blogs

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.