THE TOP CLASS WEDNESDAY UPDATE NEVER CHECKS ITS FACTS

**STOP PRESS – EMBARK TAKES ZURICH – more in the links section below** “Artists use frauds to make human beings seem more wonderful than they really are. Dancers show us human beings who move much more gracefully than human beings really move. Films and books and plays show us people talking much more entertainingly than […]

THE TOP CLASS WEDNESDAY UPDATE IS GETTING NERVOUS ABOUT DEADx

Hello everyone. Well, the week is finally here when I stop punting our annual DeadX conference, because this is the week when we do the conference and then go for a lie down. In fact it’s tomorrow. So my mind is all full of what we’re going to be talking about at The DeadX Talks, […]

THE TOP CLASS WEDNESDAY UPDATE SAYS ‘NO DECORATIONS TILL DECEMBER’

We live in bifurcated times, siblings. Families fight over Brexit. Friends feud over Russian interference in our elections. And colleagues carp over whether Mike really should still be in Strictly Come Dancing. Apparently. What we need is something to heal us. A cause we can all get behind. That which unites us is greater than […]

THE TOP CLASS WEDNESDAY UPDATE DOESN’T KNOW WHAT ADVICE IS ANY MORE

Back from half term, just as you all go off on yours. In a week where timescales have proved to be pretty contentious, it’s tempting to make a political crack about that, but I’m going to resist. So let’s just Get Update Done and I think if we all really put our own agendas to […]

THE TOP CLASS WEDNESDAY UPDATE IS THINKING ABOUT THE IMPORTANT STUFF

It’s been getting on for 4.5 years since I joined the lang cat and still I get caught out by some of the differences between England and Scotland. Not the obvious things, like weather or length of tenure in major sporting events, but smaller details like holidays. So, while England is head down hard at […]

Mental health awareness is for life, not just for #WorldMentalHealthDay

Regular visitors to the lang cat will know that we are keen to encourage people to talk about mental health. Many would agree that working in financial services can be stressful. The competitive environment and performance expectations can lead to long hours, poor work life balance and a “work hard / play hard” culture. Confessing […]

THE TOP CLASS WEDNESDAY UPDATE PREFERS PROFITABLE EXOTIC SPICES

And so here we are again, siblings. As soon as one Update is done with, the next one hoves into view, and sometimes I can’t help but believe that these small ways in which we mark the passing of the weeks until the last syllable of recorded time do nothing but light fools such as […]

THE TOP CLASS UPDATE DOESN’T KNOW HOW TO BEGIN TO THANK YOU

A lot to get through this week, but in place of the usual top-of-Update whimsy, please accept heartfelt thanks from all of us to all of you who supported our 20 Mile CatWalk, which we completed on Saturday past. We had an amazing day, which is nice for us, but much more important is the […]

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.