Platforms! Faahzands of em! Barclays et al go over the top.

Yes, I know that was never in the film. But it seemed relevant as we round up some of the platforms who we haven’t covered hitherto (posh) and also take a look at Barclays Stockbrokers, who announced their plans today. Judging by the traffic on these blogs, and some of the comments, investors are really […]

Platforms! Faahzands of em! Barclays et al go over the top.

Yes, I know that was never in the film. But it seemed relevant as we round up some of the platforms who we haven’t covered hitherto (posh) and also take a look at Barclays Stockbrokers, who announced their plans today. Judging by the traffic on these blogs, and some of the comments, investors are really […]

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.