Pensions, politics and priorities

Our Director of Public Affairs, Tom McPhail, reflects on the Autumn Statement and its headline proposal around the idea of a pension pot for life.

I’m a Top Class Wednesday Update get me out of here

Mr Polson is away this week, having indulged his guitar-playing Mr Hyde persona and most excellently tearing up the PFS Conference. For anyone who got too close, counselling is available. I’ll come to the pensions in a minute. But in the week we celebrate both the dark and the supernatural (and for some reason, pumpkins), […]

How to survive Consumer Duty

Tom McPhail and Mike Barrett talk through the key issues from the 200-odd pages from the FCA’s Consumer Duty papers.

The Top Class Wednesday Update pays attention to its pension

I’m not Mike Barrett and this update is not about the Consumer Duty. It turns out you’ll have to wait a bit longer for that. Instead … Friends, Romans, countrymen, show me your pension statements. In fact, let’s go to the pub and chat enthusiastically about retirement provision adequacy and risk-adjusted net returns. It’ll make […]

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.