Tag: advice market

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? […]

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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.

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Edinburgh,   EH6 6EX

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