SECCL TAKES UP RESIDENCE IN OCTOPUS’S GARDEN; SHADE STATUS UNCLEAR

A few quick thoughts on the announcement from Octopus today that it will acquire Seccl for £10m subject to regulatory approval. Normally I’d do these in the Wednesday Update, but it’s Thursday today and it’s only just been announced. Why are people so inconsiderate? Anyway, Seccl is a really interesting business, run by Hugo Thorman […]

THE TOP CLASS WEDNESDAY UPDATE SAYS ONE WEEK TILL THE KIDS GO BACK TO SCHOOL

Oneweektilthekidsgobacktoschool Oneweektilthekidsgobacktoschool Oneweektilthekidsgobacktoschool Oneweektilthekidsgobacktoschool Not that it’s been a long summer or anything. Actually, it hasn’t. Time was that the financial industry would pack up and stop doing interesting things with all the enthusiasm of MPs heading off for a nice break with only about 10 weeks to go until the biggest constitutional shift in […]

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.