The Top Class Wednesday Update is never simple
March 25, 2026
Mike on the FCA’s plans to drop the requirement for annual suitability reviews and the discussion on the future of trail commission.
Mike on the FCA’s plans to drop the requirement for annual suitability reviews and the discussion on the future of trail commission.
Is St Patrick’s Day authentic, and sincerity in financial services. Plus stories on AI, CGT and regulatory reform.
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.
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.
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.
