THE TOP CLASS WEDNESDAY UPDATE IS SORRY YOU FEEL THAT WAY

Non-apologies are great, aren’t they? As a rhetorical device they’re hard to beat. At one stroke you can say you’ve apologised, and your interlocutor is left sputtering about how that wasn’t a proper apology, which in turn lets you come straight back with “Oh, we’re grading apologies now? Well I’m sorry you feel my apology […]

THE TOP CLASS WEDNESDAY UPDATE IS NOTHING IF NOT PREDICTABLE

Some people just don’t want to go messing about with irony. After the excitement of James Hay’s announcement that it plans to assimilate Nucleus, I popped onto the Twitter and hilariously asked if anyone had any thoughts on what I might cover this week. Well, I got lots of nice suggestions and now I feel […]

THE TOP CLASS WEDNESDAY UPDATE IS FULL OF ANGST

The gaffer is still enjoying a well-earned break so it’s Steve here on TCWU duties. Hiya. Now, I don’t know about you but I had a magnificent week last week, thanks very much for asking. The past few weeks I’ve been feeling a very tangible sense of information overload, particularly on the old social media […]

#WorldSuicidePreventionDay

Some of you might already know that I’ve been out and about this year on the conference circuit doing my bit to try and change the way we talk about mental health in the context of the financial services sector, a marketplace (1) traditionally male dominated and as a result (2) really rather bad at […]

THE TOP CLASS WEDNESDAY UPDATE ASKS FOR HELP WHEN IT NEEDS IT

Well hello there. Mr Barrett has kindly passed on the metaphorical baton to cover for the gaffer, who is currently enjoying his well-earned-I’m-sure summer hols. Big shoes to fill. Mind you, a few months back I spoke at a thing and some unnamed darling came up to me and said that, when they closed their eyes, I sounded […]

10 things we’ve just learned about the platform market

The best thing about articles like this is that it frees the writer from the shackles of attempting to write a coherent, well-thought through narrative. Research has shown that 98.4% of readers will just skip right to the list, meaning this introduction is essentially a void. A wasteland. So, that’s what it’s come to then. […]

ALL ABOARD THE HEATMAPS. EMBARK COMES TO MARKET.

Righto, two things. (1) Iâ’ve given myself half an hour to race through this and (2) I’m very sorry about the pun. Terry’s idea. With both of these in mind, let’s move swiftly on. Embark finally announced its long-awaited charging structure the other day and you know the drill by now, we’ve got your back […]

WE NEED MORE CATS (2) – AMAZING ANALYST REQUIRED

YOU’RE NOT NORMAL, ARE YOU? Need a change? Had enough of being treated with dignity? Come ply your trade at the lang cat! We all float down here in Leith. You’ll float too!   This is a job advertisement from the lang cat. Have you heard of the lang cat? Daft name, brilliant company. Since […]

A WORD TO THE (HUB)WISE

It’s been ages since I’ve written a pricing blog. It’s also been a decent chunk of time since we’ve seen a new entrant to the advised platform market. A glorious piece of serendipity then to see that Hubwise has (re)launched[1] its advised proposition and given me reason to get the Casio out. Those who monitor […]

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.