Humanity 2.0

Forgive the ramblings of an extremely tired but proud dad. This clearly has nothing to do with platforms or pensions, but I frankly see no point in having your own website if you can’t do stuff like this on it. Anyway, April 17, 2011 at 0716 saw the birth of Angus Matthew Polson, the lang […]

Humanity 2.0

Forgive the ramblings of an extremely tired but proud dad. This clearly has nothing to do with platforms or pensions, but I frankly see no point in having your own website if you can’t do stuff like this on it. Anyway, April 17, 2011 at 0716 saw the birth of Angus Matthew Polson, the lang […]

Everyone’s a publisher now

Recently I’ve been reading and working on some client-facing materials (on and offline) for a couple of companies, big and small. Here’s a little cri de coeur from me. Think of it as a little set of guidelines if writing and publishing copy isn’t your stock-in-trade. If you’re going to publish content, behave like a […]

Everyone’s a publisher now

Recently I’ve been reading and working on some client-facing materials (on and offline) for a couple of companies, big and small. Here’s a little cri de coeur from me. Think of it as a little set of guidelines if writing and publishing copy isn’t your stock-in-trade. If you’re going to publish content, behave like a […]

all your rebate are belong to us pt.2

In my previous post (all your rebate are belong to us) I set out 3 wishes for the FSA platform paper we now know as CP10/29. The nice thing about the lang cat not being a vested interest is that I was able to take a bit of time to reflect before weighing in. Having […]

all your rebate are belong to us pt.2

In my previous post (all your rebate are belong to us) I set out 3 wishes for the FSA platform paper we now know as CP10/29. The nice thing about the lang cat not being a vested interest is that I was able to take a bit of time to reflect before weighing in. Having […]

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.