THE TOP CLASS WEDNESDAY UPDATE COULD GO A-VIKING ANY TIME IT LIKED

So you might think that I’d start this week’s Update with some amusing whimsy about Polson as a surname and how it relates to Yussuf Poulsen, the second-string Danish striker; claim some Danish heritage and all that sort of thing. But I’m not going to, mainly because the frozen patronymic ‘Polson’ goes back at least […]

THE TOP CLASS WEDNESDAY UPDATE HAS ALWAYS UNDERSTOOD THE VALUE OF PROTECTION

Mr Polson is on holiday again and for the second time, I’m taking the TCWU reins amid a Twitter ruck. The Sunday Times’ Ali Hussain wrote an article about life insurance, followed it up with a couple of scathing tweets about the value of life insurance and financial advice and then all hell broke loose. […]

THE TOP CLASS WEDNESDAY UPDATE ISN’T EVEN REMOTELY SURPRISED

They say it’s the hope that kills you, but if you started out without any in the first place then you can just raise a weary eyebrow and carry on. It’s a bit like when Calvin is happier that he got a ‘C’ than an ‘A’ in his maths test, because if he keeps everyone’s […]

What’s important to advisers right now on platform selection

Our due diligence reg tech tool Platform Analyser has been going for a while now (16 months to be precise), and that means we’re compiling lots of lovely data that we can play with and interrogate. Among the insights we’re gleaning are the factors that are most important to advisers, planners and advice professionals when […]

THE TOP CLASS WEDNESDAY UPDATE IS 35 YARDS OUT

So there you are, not much to do really, edging forward towards the centre circle to see if you can get in shot and improve the value of your image rights, when all of a sudden bad things happen, you’re all tangled up in the net and you’re the subject of remorseless memes like this […]

THE TOP CLASS WEDNESDAY UPDATE CAN BOOGIE

It is a truth universally acknowledged that I know exactly nothing about foopball; it’s the wrong shaped ball for this particular egg-chaser. Being Scottish, this is normally not an issue when major tournaments roll around, but this year is different. First, we seem inexplicably to have made it through to whatever this stage of the […]

THE TOP CLASS WEDNESDAY UPDATE IS CONTENT

Welcome, willkommen, bienvenue to the middle of your week; we’ve been expecting you. It’s a funny old week this week – not ha ha funny, you understand, more crippling existential angst funny – what with those of you in That England having a bank holiday and also a fiery celestial omen giving off unnatural heat. […]

THE TOP CLASS WEDNESDAY UPDATE IS RIGHT-SIZED

Right, now pay attention. We’ll get to the usual Update in a moment, but instead of the usual whimsy to ease you into your lunchtime, I’ve got an important announcement. Ready? WE’RE HIRING! Inexplicably, more and more clients seem to like what we do, and so we need to extend the cat basket. We’ve got […]

THE TOP CLASS WEDNESDAY UPDATE TAKES ITS DUTIES SERIOUSLY

And it’s lovely and all that, and I’m glad for the publicans and the restauranteurs, but can I just make it clear right now that anyone trying to engage in wanton hugging round here will be given such an Edinburgh lemon-sooking hard stare that even Donald Dewar himself would have recoiled. Ho, ho. Just kidding. […]

THE TOP CLASS WEDNESDAY UPDATE STILL LOVES ROUND NUMBERS

And so as we embark upon our government-sanctioned cautious hug spree (all except in Scotland where we shun such fripperies), we can start thinking properly about what we want to keep and what we want to leave behind from the last year and a bit. I’ll look forward to being able to go for a […]

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.