A 40-second watch.
Ian Taylor, chief of platform provider Transact, joins us in the Print Room to answer 3 Questions on why Transact is known for its level of service, what the FCA’s recent paper on platforms revealed, and the key issue advisers have with platforms.
For more great multimedia content, Mark Polson of the lang cat gave a cracking interview here in his usual entertaining style, plus there’s more bite-sized 3 Questions from John Husselbee here.
Octo Members
Octo
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Innovating in client education
2 July 2021
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3 Questions: Ian Hart of Unbiased Financial Group
28 January 2020
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Adviser Insight: Dan Williams
8 February 2021