THE TOP CLASS WEDNESDAY UPDATE WANTS PAYING IN ADVANCE

Well, after last week’s sojourn away from financial services and into mental health awareness it’s back to earth with a bump. Incidentally, if you haven’t had a chance to watch our special HomeGames with Paul Feeney of Quilter then you can do that here. I will remember that session for a very long time and […]

THE TOP CLASS WEDNESDAY UPDATE SAYS BOO TO TABOOS

Well hello again, and I hope you are finding the bright side in a week where everything moved at warp speed from decidedly suboptimal to post-apocalyptic. If you’re finding that hard to do then you’re not alone, and we have some stuff for you. This is another one of those Updates which isn’t to do […]

THE TOP CLASS WEDNESDAY UPDATE JUST NEEDED SOME EXERCISE

There’s really just one subject to cover this week; one news story that will run and run and drown out everything else until you’re completely fed up. That story is, of course, the sale of Ascentric to M&G by Royal London. Ho, ho. There was nothing you could do about the weary inevitability of that […]

THE TOP CLASS WEDNESDAY UPDATE WANTS YOU TO BE KIND

Two things to cover this week – one industry-related and one important. First up, you might have spotted that Tenet has changed its deal with Hubwise. It used to have a white-label, adviser-as-platform deal which saw it do the admin and as a result split the platform fees with the Hubwise guys. Now Tenet has […]

THE TOP CLASS WEDNESDAY UPDATE WRITES RIGHT, RIGHT?

Week 9 of the #langcatlockdown, and some of the new certainties we’ve grown used to are chucked up in the air again, straddling as we do the Scottish / English border (and that bit of water between civilisation and the Isle of Wight). Can we bring our English colleagues up to the border, stand on […]

THE TOP CLASS WEDNESDAY UPDATE MADE AN ERROR OF JUDGEMENT

Yes, it’s true. When the TCWU travelled across town for an extracurricular horizontal dalliance with another Update, it was on the basis of assuming that following my father’s advice of ‘do what I say not what I do’ was applicable to public health, and also because, y’know, it had been a while and we’re all […]

THE TOP CLASS WEDNESDAY UPDATE WANTS WHAT YOU WANT

What would you keep and what would you like to leave behind when all this is over? We can probably all agree that daily 5pm briefings and obsessing about the ravings of a madman about ingesting domestic cleaning products are best left in the past, but when we go back to business as usual, will […]

THE TOP CLASS WEDNESDAY UPDATE WILL PAY YOU $37.63 A SHOT TO TAKE IT OFF OUR HANDS

Honestly, we’ve got so many Updates stored round the back that we’re running out of places to put them. Might try and strike a deal with WeWork, seems like there’ll be plenty of cheap storage available there soon. Ooh, satire. So the kids are back to home schooling, except as m’colleague, the ever-wise Steve Nelson […]

THE TOP CLASS WEDNESDAY UPDATE PROTECTS YOU FROM ALL KNOWN SCUNNERS

How are we all this week? I suspect the answer is ‘mixed’. A good friend of mine was telling me that Monday of this week was the first time he had really felt scunnered. I said I reckoned that if he had survived three weeks and this was his first scunner he’d done very well […]

COMING SOON: ESG FOR PLATFORMS?

This announcement from AJ Bell caught my eye yesterday. You really should click on the link to find out more (and come back to this blog once you are done) but in case you want to stay with me, let me give you the TL/DR. AJB has launched the “AJ Bell Wage War on COVID […]

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.