The Top Class Wednesday Update would have settled for a card

I just spotted this, right, and I don’t want to shock anyone but it’s distressingly near Christmas and no-one mentioned anything and now there’s quite a lot to do, so you’d better all get on with it. And by “you” what I mean is “me” so if we could all keep everything on the down-low […]

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 […]

Consumer Duty: 11 questions your implementation plan should try to answer

Come 1 November there will be two kinds of firms – those who have their Consumer Duty plans in place, and those who didn’t quite hit the deadline. The FCA expects firms’ management teams (essentially, this is where the buck stops – for larger firms it will be the board) to have agreed their implementation […]

The Top Class Wednesday Update was live

So we came, we did it, we drank all the drinks and then we left again. And now, as the covers are pulled back over #langcatlive until the early autumn when we will – spoiler alert – do an in-person Home Game in Edinburgh, we have that nice moment of reminiscing when we can decide […]

The Top Class Wednesday Update will do the show right here

Well, this is unusual. I’m writing this Update sitting in the bar car of the Caledonian Sleeper, about to pull out of Waverley on the way down to London for #langcatlive on Thursday, or tomorrow when you read this. It’s my first sleeper trip for at least three years – they have showers now! – […]

The Top Class Wednesday Update will accept being ambushed by cake

I mean, I’m not mad about cake to be honest, I’d rather be ambushed by an artisan-made craft sausage roll such as one may buy at Tebay, the most middle-class of all motorway services. But if you’re going to be ambushed and porky-pastries aren’t an option, it may as well be by cake. It reminds […]

The Top Class Wednesday Update is often inappropriate

A busy Update this week; looks like the holiday hangover period is well and truly done for. It may not be the only thing that’s done for this week, but entertainment is going to have to wait. The big news this week is the FCA’s new Consultation Paper (CP22/2, which must equal CP11, no?). This […]

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.