The Top Class Wednesday Update is on the edge

Hello again, welcome to your autumn but go easy on the heating. I have a couple of announcements this week, but the main one is that the Update is now denominated in dollars and so will cost you just a little more each month, but that’s a small price to pay for growth, amirite? Almost […]

The Top Class Wednesday Update is living in a fragmented world

And so it came to pass that the Platform of the Year Awards were held on a Tuesday night, and Mark had not lined anyone else up to write the Update and lo, he looked and he found that it was really not good. But given that the damage was self-inflicted he had no choice […]

The Top Class Wednesday Update is happy to be proved wrong

Steve here, subbing in for Mark. It’s been a while. How’s it going? I’ve had a book kicking about the bedroom for months now, How to be wrong by that polarising fella off the Twitter, James O’Brien. Just never got round to starting it. Those algorithmically-driven midnight YouTube death spirals aren’t going to watch themselves […]

The Top Class Wednesday Update delivers delivers delivers delivers

You know what? I can’t even. So here’s a joke instead. Why are ants always getting sick? Because they only have tiny antibodies. Thank you. I’m not here all week. Might take to my bed for the next two years. Quite tempted to leave the Update there. But I won’t. Instead, let’s have a think […]

The Top Class Wednesday Update feels your ennui

Well, we’re in it now. 22% inflation, anyone? And the solution is…to drill more oil wells which might be operational in 25 years’ time. I think the only rational response here is either to go round blindfolded and ear-plugged in an attempt to avoid all this, or to get absolutely stocious and watch Mikael Gorbachev’s […]

The Top Class Wednesday Update is fighting inlfation

Happy Wednesday everybody, if indeed it is a happy Wednesday. I’m struck today by the cover of City AM, which isn’t usually required reading in the fine port of Leith, but which is when it looks like this. No doubt that things are tough, but your faithful Update is doing its bit to fight inflation […]

The Top Class Wednesday Update is immune to cancellation

This feels…unusual. If an Update falls in an inbox and Mark hasn’t palmed it off on someone else to do, is it even an Update? We may never know, but in the meantime here I am back again after three weeks off Update duty, and it appears that everything has got even more appalling and […]

The Top Class Wednesday Update is burying its head in sweet, sweet data

Hi folks, it’s yours truly, Rich Mayor at the TCWU helm this week, which means it’s time to have a little look at how last quarter went and, hopefully, a brief distraction from just HOW DAMN HOT it is. We’re tantalisingly close to being able to share what’s happened on an individual basis at platforms […]

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.

Consumer Duty: Cut out and keep guide

The FCA has published the final rules for the Consumer Duty, the implementation period has been confirmed, and it is over to you dear adviser/platform/asset manager/tech supplier (delete as appropriate) to make the necessary changes. The good news is, as you would expect, we’ve got your back. We’ve been busy with our own readiness program […]

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.