THE TOP CLASS WEDNESDAY UPDATE SAYS IT’S A DEAL, IT’S A STEAL

You know that bit in Lock, Stock And Two Smoking Barrels where Dog’s crew are ripping off Snow White and the Three Little Chemists, and they’re defending themselves with an air rifle and as the second guy in the crew gets shot with the air rifle, Dog says “I don’t believe it. Can everyone stop […]

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 […]

THE TOP CLASS WEDNESDAY UPDATE HAS GOT ALL THE NUMBERS WITH IT

Ah, Edinburgh in August. A heady mix of rain, street theatre artists, rain, a million tourists wandering aimlessly ON THE ROAD WHERE I AM GOING, rain, fifty thousand Tristrams and Jacintas proving how alternative they are by dying their hair blue and getting mandala tattoos, and rain. It’s no wonder this is the biggest arts […]

THE TOP CLASS WEDNESDAY UPDATE WILL HAVE A LARGE GLASS OF RED, THANKS

There are many fine things about being Scottish. Our sense of fun; our ability to withstand hours in hot sunshine, and our famous athleticism are but three. Maybe the best thing, though, is that we get school summer holidays nearly a month earlier than the English, which means two things. Firstly, our holidays are cheaper, […]

THE TOP CLASS WEDNESDAY UPDATE WILL FAN THE MOONBEAMS FROM YOUR SLEEPING EYES

Ah, siblings, it isn’t long until the summer solstice, when all right-thinking financial planners free themselves from the shackles of capacity for loss, centralised investment propositions, RMAR returns, PI excesses and primary platform relationships, strip down and go for a right old dance around the nearest set of megaliths. I think we’re all ready for […]

THE TOP CLASS WEDNESDAY UPDATE NEVER INHALED AND YOU CAN’T PROVE OTHERWISE

Well, that’s been quite a week, hasn’t it? I think the only thing that could top it in the week to come is if Neil Woodford admits to a strong fondness for Colombian marching powder in his twenties and is immediately elected leader of the Conservative party. I think we’ve all had enough of That […]

THE TOP CLASS WEDNESDAY UPDATE IS HIGHLY LIQUID

I’ll let you into a secret – sometimes coming up with a grabby title for the Update is a bit of an effort. Sometimes, however, it falls into your lap, and today is one of those days. I’ll get to the big issue of the week in a moment, but first just a small word […]

THE TOP CLASS WEDNESDAY UPDATE SAYS ENOUGH TYPING ALREADY

Hello, have we all calmed down a bit now? I do hope so. It’s all been quite exhausting. It’s come to my attention (hi Tom) that I have broken a promise. More specifically, a promise about the Updates, and there’s nothing I take more seriously than that. Even more specifically than that, I promised that […]

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.