The Top Class Wednesday Update always delivers a good outcome

Alistair Kettlewell. 1978-2022 Hey everyone, Mark here. Mike will take you through an important Update this week – the new Consumer Duty will affect us all. But before I hand over to him I would like to write a few words in memory of my friend and ex-colleague Alistair Kettlewell, who has died far, far […]

The Top Class Wednesday Update pays attention to its pension

I’m not Mike Barrett and this update is not about the Consumer Duty. It turns out you’ll have to wait a bit longer for that. Instead … Friends, Romans, countrymen, show me your pension statements. In fact, let’s go to the pub and chat enthusiastically about retirement provision adequacy and risk-adjusted net returns. It’ll make […]

The Top Class Wednesday Update always performs as expected

Hot enough for you? See, you all moan about Scotland being dreich and cold, and then the first hint of 42 degree temperatures and you’re all like “oh wish we lived there Mark”. To which I say – you and everyone else. (Thanks to Craig Spittal on the twitters for that). Anyway, the mercury did […]

The Top Class Wednesday Update has a long knife you can borrow

Most weeks I write the Update on a Tuesday night; the last few have been early Wednesday mornings. This is a Tuesday night one and as I write the entire British political system is convulsing in a highly satisfying manner. This has made it hard to concentrate on financial stuff, but I’ll do what I […]

The Top Class Wednesday Update lives seven metres above sea level

Hello, happy Wednesday. Unusually, I’m writing this early this morning (if you’re reading it on the day it comes out; if you’re reading it later then that last statement is fake news and you should ignore it). As I’m doing a quick scout of news to see if there’s anything that would make a better […]

The Top Class Wednesday Update hasn’t got a hangover

It is probably fair to assume a good number of our TCWU readers attended the Professional Adviser awards last night. I hope you all had a great evening and are feeling bright and energetic. Mark has been “in meetings” all morning, so for this week I’m on update duty. Fear not – there will be […]

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 […]

The Top Class Wednesday Update is ready for you now

So here we are, siblings. Happy New Year to all; there didn’t seem much point in doing an Update last week as most of you were still off and there’s only so much you can read about the lack of Hogmanay parties before you end up even more depressed than you were before. (Insert Deity […]

The Top Class Wednesday Update would like a laser pen please

Afternoon all. Mike here. I’m taking control of the weekly update whilst Mark puts up the Christmas decorations in anticipation of the first lang cat office party for two years tomorrow afternoon. Apologies in advance to anyone I bounce to voicemail on Friday morning…. My favourite part of any James Bond movie is when he […]

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.