The Top Class Wednesday Update is a fan of both Terry and June

Hello and welcome to your June. I’m a big fan of June; it’s a month where lots of things happen. The heating is off (not because it’s warm up here, just because we can’t afford it), lots of exciting worky things are happening, the industry is finally cranked up and into gear, and this year […]

THE TOP CLASS WEDNESDAY UPDATE SAYS IT’S ALL IN THE MIND

Hello, hello, me again. Sorry for breaching your inboxes yesterday in an unexpected fashion and thanks to all who dropped a note to say you’d voted for Steve for Professional Adviser’s Personality of the Year. Double thanks to those of you who managed to crack a joke about Steve’s personality too – all of those […]

THE TOP CLASS WEDNESDAY UPDATE WINS EVERYTHING BY A LOT

After a monumentally rubbish eight months, the occasional shaft of sunlight pierces the clouds – a U-turn on whether it’s OK to let kids go hungry, the potential for a vaccine that works, and the really big one…genuine, laugh-out-loud comedy from the American politico-judicial process. If it wasn’t for the import taxes I’d be buying […]

THE TOP CLASS WEDNESDAY UPDATE JUST NEEDED SOME EXERCISE

There’s really just one subject to cover this week; one news story that will run and run and drown out everything else until you’re completely fed up. That story is, of course, the sale of Ascentric to M&G by Royal London. Ho, ho. There was nothing you could do about the weary inevitability of that […]

THE TOP CLASS WEDNESDAY UPDATE SEES BOTH SIDES

Back again, just as many of you head off on your half term hols. I spent a chunk of mine in Whitby, which is an excellent place. In just three days I experienced 75mph winds, fish and chips at the Magpie (twice) and an unplanned visit to a steampunk festival. You can’t get much more […]

"It’ll cost you five hundred grand to see me" – Ascentric goes all in

Extra lang cat points if you can identify the source of the quote in the title. OK, so just a quick blogette on Ascentric’s price change which hit the press today. Before I get going, I should disclose that we work with Ascentric on some PR stuff, so I’m conflicted and all that. If you […]

"It’ll cost you five hundred grand to see me" – Ascentric goes all in

Extra lang cat points if you can identify the source of the quote in the title. OK, so just a quick blogette on Ascentric’s price change which hit the press today. Before I get going, I should disclose that we work with Ascentric on some PR stuff, so I’m conflicted and all that. If you […]

Cards on the table: Ascentric goes all-in

It’s been ages since I’ve blogged, mainly as it’s been a while since a provider made a big pricing shift. Most of the activity on that front in recent times has understandably focused on changes to SIPP and drawdown fees following the budget. Quite a number have trimmed charges, with some removing them altogether. Which […]

Cards on the table: Ascentric goes all-in

It’s been ages since I’ve blogged, mainly as it’s been a while since a provider made a big pricing shift. Most of the activity on that front in recent times has understandably focused on changes to SIPP and drawdown fees following the budget. Quite a number have trimmed charges, with some removing them altogether. Which […]

More pension changes

Catchy title. Just a short update to confirm a couple of, you guessed it, changes to on-platform pensions. Following Fundnetwork’s recent removal of drawdown charges and then changes to the Cofunds Pension Account, next up with the moves are Parmenion and Ascentric. First up, we’ll look at the platform arm of Royal London Mutual. Ascentric, […]

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.