A right old robo romp

The sun has finally made an appearance at lang cat HQ this week (with some thunder and lightning thrown in for dramatic effect) which means not just one, but TWO great things: summer has finally arrived here in Leith and our free annual guide to direct platform investing has been let loose on the world […]

D2C #heatmaps – Update

With ISA season upon us, it’s time for a quick refresh of the lang cat pricing #heatmaps. There’s been a bit of activity recently in the market, so it’s worth having a very quick Woody’s Roundup of what’s been going on; Nutmeg complimented its ISA offering with the launch of a pension. Same charges apply. […]

The duck test

Ducks are straightforward creatures and there is very little confusion or debate involved in whether or not you have seen one. Such is this clarity of recognition that ducks have become a benchmark in establishing confidence in the identification of other items. What may not be so familiar (for the moment at least) is the […]

The duck test

Ducks are straightforward creatures and there is very little confusion or debate involved in whether or not you have seen one. Such is this clarity of recognition that ducks have become a benchmark in establishing confidence in the identification of other items. What may not be so familiar (for the moment at least) is 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.