THE TOP CLASS WEDNESDAY UPDATE STILL LOVES ROUND NUMBERS

And so as we embark upon our government-sanctioned cautious hug spree (all except in Scotland where we shun such fripperies), we can start thinking properly about what we want to keep and what we want to leave behind from the last year and a bit. I’ll look forward to being able to go for a […]

THE TOP CLASS WEDNESDAY UPDATE REMEMBERS CAPITAL UNITS

So that’s me back after a dalliance with the UK’s way of dealing with people who aren’t alive any more – initial skirmishes broadly successful but we haven’t even got to the IHT stuff yet. Thanks once again to those of you who sent best wishes and especially to those who stuck a fiver in […]

THE TOP CLASS WEDNESDAY UPDATE WILL DO IT FOR HALF THE PRICE

Well, I’m not quite sure what to say. So I’ll just say a big thank you – to Steve for writing such a nice thing last week, and to the many of you who’ve sent condolences and messages. This industry can be a very supportive place when we put our minds to it, and although […]

THE TOP CLASS WEDNESDAY UPDATE WON’T BE NEEDING THE BARBER

You always know when it’s spring because it starts snowing. This is the Universe’s way of having a little fun with you; one week it’s taps aff and paggers in the Meadows; the next the heating is back on and the big duvet is out the cupboard again. The Universe enjoys its little jokes, does […]

THE TOP CLASS WEDNESDAY UPDATE WOULD MAKE A GREAT OMBUDSCAT

No, but we would, Hear us out, right? The thing is, this new report finds that FOS isn’t doing what it’s meant to do, which is provide fair dispute resolution at speed and without being too spendy about it. The report – well summarised by Jenna from Professional Adviser here – will make uncomfortable reading […]

THE TOP CLASS WEDNESDAY UPDATE HAS ALWAYS BEEN MOBILE

Some confusion here at the lang cat’s Secondary Port Authority as everyone else marks their year of lockdown this week, whereas ours was last week. Maybe we’re just even more antisocial than everyone else. Whichever is the case, this is as good a time as any to send a cloud of positive vibe-filled ethereal psychic […]

HAPPY LOCKDOWNIVERSARY FROM THE TOP CLASS WEDNESDAY UPDATE

Jings, crivvens and help ma boab, it was a year ago yesterday that we emptied the fridge, fumigated the harder-to-reach areas of someone’s desk (M**k L***e) and had a quick fight over who would get to take the rest of the bog roll home (me). We shut the shutters and that’s been that for a […]

THE TOP CLASS WEDNESDAY UPDATE COUNTS THEM ALL BACK IN AGAIN

And so we bear down on a full year since all this madness began. Next week will mark the anniversary of when we shut the office; seems like twice that. For those readers in Engerland with kids, I hope the return to school has been good; ours is next week and it really can’t come […]

THE TOP CLASS WEDNESDAY UPDATE COULD TAKE SUNAK IN A SQUARE GO, EASY

Yeah, OK so he’s got our entire economic future held in his Coke-addicted (as opposed to coke-addicted, let’s make that clear) hands, but has he got 500 words on MiFID II negative target market definition and disconnects in MI between manufacturers and distributors of retail investment products? NO HE DOES NOT. So that’s a win […]

THE TOP CLASS WEDNESDAY UPDATE SAYS IT’S ALL IN THE MIND

Hello, hello, me again. Sorry for breaching your inboxes yesterday in an unexpected fashion and thanks to all who dropped a note to say you’d voted for Steve for Professional Adviser’s Personality of the Year. Double thanks to those of you who managed to crack a joke about Steve’s personality too – all of those […]

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.