SJP and the ongoing advice saga

Beyond what’s happening at SJP, there are bigger, tougher questions for the advice profession to answer on ongoing advice and fair value.

The Top Class Wednesday Update gives out more energy than it takes in

Nearly there, everyone, nearly there. It’s dark and it’s cold and there’s as much as three inches of snow in parts of England so obviously it’s snowmageddon. I was reminded recently when daydreaming of escaping to Finland of this rundown of what proper Finnish weather is: +15°C / 59°F – This is as warm as […]

The Top Class Wednesday Update is worried about France in the quarter finals

Greetings. Hope you are all well. Mike here, keeping the TCWU wheel turning for another week. Big news from the FCA today, with the release of the snappily titled, “Broadening access to financial advice for mainstream investments” consultation paper. This is something that has been trailed for a while now, with Money Marketing reporting on […]

The Top Class Wednesday Update is on the edge

Hello again, welcome to your autumn but go easy on the heating. I have a couple of announcements this week, but the main one is that the Update is now denominated in dollars and so will cost you just a little more each month, but that’s a small price to pay for growth, amirite? Almost […]

The Top Class Wednesday Update is happy to be proved wrong

Steve here, subbing in for Mark. It’s been a while. How’s it going? I’ve had a book kicking about the bedroom for months now, How to be wrong by that polarising fella off the Twitter, James O’Brien. Just never got round to starting it. Those algorithmically-driven midnight YouTube death spirals aren’t going to watch themselves […]

The Top Class Wednesday Update feels your ennui

Well, we’re in it now. 22% inflation, anyone? And the solution is…to drill more oil wells which might be operational in 25 years’ time. I think the only rational response here is either to go round blindfolded and ear-plugged in an attempt to avoid all this, or to get absolutely stocious and watch Mikael Gorbachev’s […]

The Top Class Wednesday Update is fighting inlfation

Happy Wednesday everybody, if indeed it is a happy Wednesday. I’m struck today by the cover of City AM, which isn’t usually required reading in the fine port of Leith, but which is when it looks like this. No doubt that things are tough, but your faithful Update is doing its bit to fight inflation […]

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.