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 sheds tiers

Afternoon everyone and a happy Wednesday to those who celebrate. Where I am the temperature has plummeted faster than in a meeting of the Commuters Association when Mick Lynch walks into the room and it feels like we are now on the run-out from 2022, for which I suspect many will be grateful right up […]

Duty bound: The link between suitability and Consumer Duty

A lot of what the Consumer Duty is about is ensuring that clients are empowered to make better financial decisions. There’s a fundamental tenet here – it’s not enough that they have you as their advice professional. They have to understand things for themselves. They don’t need to understand Markovitz and modern portfolio theory. They […]

The Top Class Wednesday Update is 200, sort of

Well now, it seems like forever since I’ve had my hands dirty with the Update, ably assisted as I am by Rich, Old Tom (as opposed to Young Tom) and diverse others these days. In fact it’s only been three weeks, but as we all know a lot can happen in such a short time […]

I’m a Top Class Wednesday Update get me out of here

Mr Polson is away this week, having indulged his guitar-playing Mr Hyde persona and most excellently tearing up the PFS Conference. For anyone who got too close, counselling is available. I’ll come to the pensions in a minute. But in the week we celebrate both the dark and the supernatural (and for some reason, pumpkins), […]

The Top Class Wednesday Update is glad everything’s completely normal

Day five million in the Big Brother house, and the contestants have started to eat each other. “This is normal,” says Suella, gnawing on a thigh bone. “I’m struck by how well everything is working,” says Dominic, popping a juicy eyeball into his dry, blackened mouth. I’ve been looking for a long time for a […]

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 will look after you

Hello hello, me again after a week’s break from Updating at a keyboard in favour of Updating anyone who cared to drop by at HomeGame 2 last week. Thanks to everyone who came along – just under 170 in the room and nearly 300 online – and I hope you had a nice time. I […]

The Top Class Wednesday Update gets it and is listening

Good afternoon, Mike here. Right about now (assuming you are reading this on Wednesday lunchtime/afternoon) we will be smack in the middle of our second #langcatlive for 2022, the HomeGame in Edinburgh. If you’ve missed out you can catch up via the socials and we’ll also post the highlights on YouTube in the days to […]

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.