/ Consumer Duty

I joined a band.

It was only supposed to be for one performance – quite a big one, mind you – the PFS Festival of Financial Planning at the Birmingham NEC in 2022. I knew two of the band members via Twitter (back when Twitter was good) but hadn’t seen them in person for about 10 years; the other two I had never met before. After one and a half rehearsals we were on stage. And it was FUN. When we were asked to reform for a special charity performance the following February, it seemed like a no-brainer. With pretty much just as minimal rehearsal we helped to raise over £50,000 at Rock for Ukraine in London.

And so it went on. We’ve performed quite a few times since that initial meeting (sometimes with stand-in band members) and despite the lack of rehearsal time, it’s still always been fun. And that’s the main point, I don’t think any of us would keep coming back to the band unless we enjoyed it, which is a good thing considering how many mistakes I do make, even with the lyrics in front of me!

I am in a band. It’s not something that I ever thought I would be able to say, considering how shy I actually am. I feel like I need to build on my level of self-delusion so that I can pretend that I am a competent person to stand in front of the band. The sequins help though. When do you really get an occasion to wear multiple sequinned dresses in real life? I do legitimately now have a sequin section in my wardrobe – however apparently it’s not the done thing to try and claim sequins on expenses. It was worth a try.

Next week we’ve got two gigs – just the thing in the last week running up to our HomeGame 4 event! I’m obviously not busy enough… We’re doing a couple of spots at the Schroders UK Platform Awards on Tuesday (which obviously requires two dresses), then we are taking part in a battle of the bands at the famous 100 Club in London as part of Sustainability Rocks. I genuinely can’t believe we are getting to play a gig at the 100 Club – even if it IS only for 20 minutes up against experienced bands. 

I can honestly say that I never expected to be a lead singer in band, but I am very very glad that I said yes when asked! It’s led to some awesome opportunities, a tiny acoustic band off-shoot (am I two bands now?!) and the chance to sing rock loudly/badly at people. With thanks to Chris Budd, Ian Beestin, Mark Polson, Nigel Ross-Scott and Rich Mayor and Dave Brooks – all the proper musicians in the band!

/ Blogs

The Top Class Wednesday Update says yes we cat

In this week’s #Update, Mark Polson is not only dealing with his first online troll, but also considering what a change in pension withdrawal strategies following last week’s Budget announcement could mean for advisers going forward.

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.