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We're putting the spotlight on Information Security! Our brilliant IS Manager Sarah Coles questions the safety of #qrcodes and offers advice on how to avoid being scammed - all in our latest article 📰 parmenion.co.uk/insight-and-re… For financial professionals only #scams

⁦Parmenion⁩ we don’t believe you should compromise on service. Market leading technology delivered at scale, with exceptional levels of service across the board. Oh…….. some cracking people as well. moneymarketing.co.uk/news/advisers-…

With all this chat about poor service in our industry, I thought we could play guess the number? (They answered at 2hrs 18 - and the lady I spoke to was excellent BTW)

Surely it’s all over ……..

There’s an unfortunate truth, regulated platforms aren’t cheap to build, run and administer. That’s before the unavoidable scalability challenges. You need a lot of clients @ £6k and 10bps, even if you push the variable cost onto your partners. citywire.com/new-model-advi…

The great escape…………. Yesssssss

Fractional etf trading in an ISA, some do, some don’t, and I’m hearing rumours that some have to unwind what they’ve got. Can you feasibly have ETFs as part of a CIP - thoughts?

640 breaches reported to the ICO up from 187, with the pension sector up from 6 to 246 in the last year. Big increases and puts significant pressure on provider due diligence. moneymarketing.co.uk/news/uk-financ…

When is it too late for breakfast if you have an early lunch booked?

👇 great article Jack Gilbert, advisers shouldn’t have to accept these practices, these firms are making deliberate policy & process decisions to put unnecessary barriers in place. No comment to me says…. We know but aren’t doing anything about it! citywire.com/new-model-advi…

With so many “market leading” integrations being announced, there can’t be many left to do can there?

Bucket List…. Swim with Manta Rays ✅

is this a good reminder that undercutting on fees to win market share never turns out well? citywire.com/new-model-advi…

Outstanding recognition for the whole team ebi Portfolios 👏👏

Joke of the day. “We don’t have any barriers to exit for bulk switches, just internal system constraints”. Couldn’t make it up, not very funny for those advisers looking to switch.

Join Martin (Martin Jennings) live at 11am today! It's an opportunity to ask him your questions directly, share your views and see what's new to the Parmenion platform that you might have missed. For financial professionals only crowdcast.io/c/rxedgdhf3oqd

Tomorrow we're off to London with our CEO & keynote speaker Martin Jennings for the eagerly awaited Adviser 3.0 event! 🚀 Plus, we're hosting the pre-event drinks & games at Boom Battle Bar, O2 🎯🪓 See you there! #FinancialPlanning #LondonNetworking For financial profs only

38 years apart ….. 12th Oct 1986 Bristol Studio to 26th June 2024 Cardiff Castle….. Paul Heaton great show 👏