HomeGame 6 – how did we pull that off?!

I’m still amazed that Steve made it back to the venue from our HQ in time to run the playback session after doing all the data crunching with the Crack Data Genius Team! What. A. Day. Thank you if you joined us, particularly if you were a highheidyin (sorry Garry), I hope you all had […]

The Top Class Wednesday Update has been thinking about pensions

Good afternoon. Mike here, taking care of TCWU whilst the Edinburgh cats smash another HomeGame out of the park. Loads to come on that next week, but for now I’ve got a couple of pension related things on my mind. First up, dashboard. MoneyHelper recently released the first public trial version of the Pension Dashboard. […]

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.