DON’T LOOK BACK IN ANGER WITH THE TOP CLASS WEDNESDAY UPDATE

Nostalgia, siblings, ain’t what it used to be. Nor are many other things, including (in no particular order): my eyesight, the size of playground slides, the age of policemen, the state of our democracy, and assets under administration in the UK advised platform market. Whoops! See what I did there, Susan, I snuck a little […]

SCORES ON THE DOORS – HOW THE ADVISED PLATFORM MARKET FARED IN 2018

Well, the covers are off and we now have full year 2018 data for the advised platform market. It’s been quite a year – if it was a box set we reckon it would be series 2 of The Wire. It’s been that gripping. You’ll no doubt read lots of stuff about individual company results […]

ENJOY THE FAT OF THE LAND WITH THE TOP CLASS WEDNESDAY UPDATE

It’s touring season, mi compadres, and that means this week’s Update is coming to you from the welcoming, anonymous bosom of yet another hotel; the sort of place where ‘ach, it’s good enough’ is the company mission statement, as is ‘if they want a curry in their room it’ll be twenty five notes and they […]

THE TOP CLASS WEDNESDAY UPDATE IS EXACTLY YOUR CUP OF TEA

Yes indeed, siblings, it’s that time of the week again. More popular than Green Book’s Oscar win, if Spike Lee had to express a preference about his favourite long-term savings and investment-based weekly email, it would totally be this one. And I think we can all agree there’s no finer endorsement than that. Even in […]

ELEVATE DEFLATES ITS PRICING

Let’s go old school for a minute. It’s been simply yonks since I’ve done a pricing blog; back in the day it felt like I did two a week. I imagine it felt worse than that to anyone reading them. Anyway, after a long time of very little change in platform pricing, things are on […]

THE TOP CLASS WEDNESDAY UPDATE – NOW WITH 34% LESS GLUTEN!

In a world where Greggs The Bakers sees its profits rise 9% because of vegan sausage rolls, where the people that regulate advisers can’t work out when the bad advisers they’ve regulated have gone to be regulated advisers somewhere else and left their liabilities behind, and the good ones are buried in a blizzard of […]

SAY I LOVE YOU WITH THE TOP CLASS WEDNESDAY UPDATE

It’s true, siblings. Nothing makes your love light shine brighter than the Top Class Wednesday Update… …but enough of all that. It’s an advisory-themed Update this week. And we’ll give the Valentine’s schtick a rest. There are two stories that have got me thinking about advice. First, it turns out that Lloyds is planning to […]

THE STATE OF OUR WEDNESDAY UPDATE IS TOP CLASS

Yes indeed, with the terrifying gaze of a scornful Nancy Pelosi, the lang cat’s Top Class Wednesday Update is here once again to stare at the back of the financial industry’s carefully coiffed head and launch highly specific investigations, right at your inbox. Three things on my mind that I think are worthy of your […]

KILL YOUR DARLINGS WITH THE TOP CLASS WEDNESDAY UPDATE

Can it really be Wednesday again? Yes, it can. I’m glad we’ve sorted that out. Anyway, the title of this week’s Update is a quote which has appeared in many places over the years, but most recently from Stephen King’s On Writing (the best copywriter’s textbook I’ve ever read). The quote as King has it […]

THE TOP CLASS WEDNESDAY UPDATE NIVIR GANGS AGLEY

Indeed it does not, my trusty fieres, indeed it does not. And for those of you wondering what the hell he’s going on about in only the second Top Class Wednesday Update, we are of course celebrating the birthday of famed Scots filthmonger and purveyor of sentimental doggerel, Robert Burns. So on Friday, enjoy what […]

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.