THE TOP CLASS WEDNESDAY UPDATE HAS A MAGNETIC BACK NOW

It is, in a way, reassuring that even in these troubled times, Californian billionaires still find new ways to get us to buy very slightly different versions of things we have already. Human nature is still intact. Speaking of human nature, last week’s Update sparked a near-unprecedented flurry of various interested parties and observers taking […]

THE TOP CLASS WEDNESDAY UPDATE HAS NEVER KNOWINGLY USED ITS DISCRETION

I bet he didn’t even have it. It’s tempting to do something about lack of discretion and all that, but time’s marching on and our subject this week is a little weightier than usual. We need to talk about DFMs, and specifically DFM model portfolios on platform. I covered this back in June when Tatton […]

THE TOP CLASS WEDNESDAY UPDATE WON’T EVER TALK OVER YOU

You want to know who I feel sorry for? The producers and writers of the new Spitting Image, that’s who. Satire – puppet-based or otherwise – made sense in 1985, but in this new auto-satirical time there really doesn’t seem to be much point. Sigh. Let’s kick things off this week with an OFFER YOU […]

THE TOP CLASS WEDNESDAY UPDATE NEVER WANTED TO COME ROUND YOUR HOUSE ANYWAY

Aaaannnnd…here we go again. Eyes down for another six months of all this, whatever ‘this’ is for you. The good news is that (I think) Covid-19 doesn’t work on Mondays to Wednesdays or before 10pm at all other times in social settings unless it’s in your house with groups more than six which may or […]

THE TOP CLASS WEDNESDAY UPDATE CELEBRATES A PERFECT(ish) TEN

And so it came to pass that ten years ago today (well, yesterday but who’s counting?) the lang cat was born. Sightless, pitiful and mewling (that’s what happens when you sample the bottles from the back of the cupboard), this funny little company came into the world, and here we are. No-one likes self-congratulatory nostalgia, […]

THE TOP CLASS WEDNESDAY UPDATE ONLY BREAKS LAWS IN A SPECIFIC AND LIMITED WAY

Every so often something comes along in the public discourse that we can all really get behind. Such a one was Brandon Lewis’s magnificent admission yesterday, which opens the door for all kinds of merriment. Driving when unsure you’re safe to do so in the North East of England? “I was breaking the Highway Code […]

THE TOP CLASS WEDNESDAY UPDATE KNOWS EVERY DAY’S A SCHOOLDAY

And so back to school they go, trusting that the grown-ups have got it right and that we all know what we are doing. If there was ever a more powerful example of the naivety of childhood then I’d love to see it. Up here beyond the Wall we’ve been back for a bit, and […]

THE TOP CLASS WEDNESDAY UPDATE IS GOING BACK TO SCHOOL

Welcome to another Wednesday update. Mark is on holiday again, so for probably the final week I’m in charge. Last time he was off Edinburgh was battered by a huge electrical storm. This week we’ve all enjoyed Storm Francis. The Gods are clearly angered by his absence, so we won’t be letting that happen again. […]

THE TOP CLASS WEDNESDAY UPDATE IS ALGORITHMICALLY SOUND

It’s reassuring, in a way, to know that however bad a week you’ve had, it’s nothing compared to Gavin Williamson’s. Thankfully the lang kittens are still too young to be caught up in the exam fiasco, but lots of you reading this will have offspring who are affected. Full sympathy for you and yours from […]

THE TOP CLASS WEDNESDAY UPDATE SAYS IT’S TOPS ON

It’s a peculiarly British thing, I think, to go to hot places and then to complain about how hot they are. I can only assume that the Universe has a sense of humour, as most of you forego your trips to wherever it may be, that it has chosen 2020, The Year That Officially Sucks […]

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.