THE TOP CLASS WEDNESDAY UPDATE NEVER TAKES A HOLIDAY…

If you are a regular reader of this email, boy did you get a classic end of season cliff-hanger at the end of last week’s episode. The boss has gone off on his hols, tossing the keys to the TCWU machine in the direction of his drones from sector 7g. Will the update be sent? […]

THE TOP CLASS WEDNESDAY UPDATE WILL HAVE A LARGE GLASS OF RED, THANKS

There are many fine things about being Scottish. Our sense of fun; our ability to withstand hours in hot sunshine, and our famous athleticism are but three. Maybe the best thing, though, is that we get school summer holidays nearly a month earlier than the English, which means two things. Firstly, our holidays are cheaper, […]

THE TOP CLASS WEDNESDAY UPDATE WILL FAN THE MOONBEAMS FROM YOUR SLEEPING EYES

Ah, siblings, it isn’t long until the summer solstice, when all right-thinking financial planners free themselves from the shackles of capacity for loss, centralised investment propositions, RMAR returns, PI excesses and primary platform relationships, strip down and go for a right old dance around the nearest set of megaliths. I think we’re all ready for […]

THE TOP CLASS WEDNESDAY UPDATE NEVER INHALED AND YOU CAN’T PROVE OTHERWISE

Well, that’s been quite a week, hasn’t it? I think the only thing that could top it in the week to come is if Neil Woodford admits to a strong fondness for Colombian marching powder in his twenties and is immediately elected leader of the Conservative party. I think we’ve all had enough of That […]

THE TOP CLASS WEDNESDAY UPDATE IS HIGHLY LIQUID

I’ll let you into a secret – sometimes coming up with a grabby title for the Update is a bit of an effort. Sometimes, however, it falls into your lap, and today is one of those days. I’ll get to the big issue of the week in a moment, but first just a small word […]

THE TOP CLASS WEDNESDAY UPDATE SAYS ENOUGH TYPING ALREADY

Hello, have we all calmed down a bit now? I do hope so. It’s all been quite exhausting. It’s come to my attention (hi Tom) that I have broken a promise. More specifically, a promise about the Updates, and there’s nothing I take more seriously than that. Even more specifically than that, I promised that […]

GET YOUR MONEY BACK OUT AGAIN WITH THE TOP CLASS WEDNESDAY UPDATE

It strikes me that everyone is angry this week. Much of it has to do with milkshakes, and whatever the rights and wrongs of all that, the bloke who chucked a Five Guys shake must have been really committed. I don’t let my kids have them because they’re five quid a pop. It wasn’t all […]

THE TOP CLASS WEDNESDAY UPDATE HAS ITS OWN GRAVITATIONAL PULL

Fate is capricious, siblings, and laughs at our misguided attempts at self-determination. When it gives us a clear sign, we are best to follow it. And so this week’s Wednesday finds me Updating you from the lush confines of a Travelodge in the South West of Englandshire on the very day that the South West’s […]

THE TOP CLASS WEDNESDAY UPDATE GOES FULL STATTO

Hello, me again, here to mark the exact mid-point between the Fear you feel at the working week to come, and the Fear you feel at having to spend the weekend with your family. It’s a public service of a sort, I suppose. It’s results time (you did well, darling, don’t worry) and we’re starting […]

THE TOP CLASS WEDNESDAY UPDATE NEVER CONTAINS SPOILERS

Hello again, siblings. If it’s true that time is a human construct, devised by the ancients to explain the otherwise random and horrifying universe, then it must follow that marking the passing of that time with, for example, a weekly update timed to go out exactly at 12 noon is an almost Platonic expression of […]

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.