The Top Class Wednesday Update hasn’t got a hangover

It is probably fair to assume a good number of our TCWU readers attended the Professional Adviser awards last night. I hope you all had a great evening and are feeling bright and energetic. Mark has been “in meetings” all morning, so for this week I’m on update duty. Fear not – there will be […]

The Top Class Wednesday Update would like a laser pen please

Afternoon all. Mike here. I’m taking control of the weekly update whilst Mark puts up the Christmas decorations in anticipation of the first lang cat office party for two years tomorrow afternoon. Apologies in advance to anyone I bounce to voicemail on Friday morning…. My favourite part of any James Bond movie is when he […]

THE TOP CLASS WEDNESDAY UPDATE STILL HASN’T GOT OVER IT

A brilliant tournament. A truly fantastic final taken all the way to extra time. And, after a day of incredible tension, the result we all wanted. Can it really be two years to the day since the Cricket World Cup final? Good times never seemed so good. Anyway, a lot has happened since the summer […]

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.