The Top Class Wednesday Update is merry and bright*

*conditions apply And so this is it, siblings – the last Update of 2021. I think we all know not much work is going to be done next week, not least because the kids (at least up here) are breaking up on Friday and so we are all set for one of the least tolerable […]

It’s the end of an era for HomeGames

Hi everyone, Mark here.   If you tuned in to HomeGames last week with Petronella West of Investment Quorum, you’ll have heard Steve say that we’d do a round-up of HomeGames’ best bits this week. That was the plan, but on balance we’ve decided not to do a session this week – that’s right, you’ve […]

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 loves a long launch

Happy December everyone, a couple of deep breaths and it’ll soon be time to have a break and wave goodbye to another pretty minging year. In the meantime, though, we have new Stuff to think about and play with! This doesn’t happen so often these days; I remember a time not all that long ago […]

The Top Class Wednesday Update has never been to Peppa Pig World

There’s something about public speaking that gives people a peek behind the psychological curtain – especially speeches which are, or are meant to appear, informal and off-the-cuff. They’re hard to do in their own way – though I much prefer informal talks to reading stuff off a sheet; you might as well just distribute the […]

The Top Class Wednesday Update has no taste

Hello, it’s me back again and thanks to Steve for holding the fort last week while I was riddled with the pox. My confinement is finished, my tests show but one little line and that’s that done with. Except of course it isn’t; as so many others have experienced the fatigue hangover is quite something […]

The Top Class Wednesday Update is like a whirlpool, it never ends

Alright you lot, it’s Steve here subbing in for the right honourable Mr Polson, who is off work navigating a nasty bout of the East-of-Scotland-despite-being-double-jabbed-covid. He’s at home with the family consuming a ferocious volume of Lucozade and Netflix and we wish him our very, very best as he gets over the shivers, dizziness and […]

The Top Class Wednesday Update is happy being bad cop

Sigh. After many months of being careful, I started to do stuff again last week. Edinburgh is generally pretty risk averse and most folk wear masks in shops and so on, but not at lunch events like the one I went to on Friday for obvious reasons. Spool forward four days and here I am, […]

The Top Class Wednesday Update is all about efficiency

Hello, Natalie here. Mr P is off on holiday, enjoying the balmy 7-degree temperatures of somewhere in Scottishland, so it falls to me to update you all this week. I had the genuine pleasure of attending the PA 360 conference in London a couple of weeks back. It was my first proper in-person conference for […]

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.