THE TOP CLASS WEDNESDAY UPDATE WANTS WHAT YOU WANT

What would you keep and what would you like to leave behind when all this is over? We can probably all agree that daily 5pm briefings and obsessing about the ravings of a madman about ingesting domestic cleaning products are best left in the past, but when we go back to business as usual, will […]

THE TOP CLASS WEDNESDAY UPDATE HAS ALWAYS BEEN SOCIALLY DISTANT

That escalated quickly, didn’t it?  I hope you are all cocooned in your basement / back bedroom / orangery (you know who you are) safely, with stocks of your favourite beverage and plenty of biscuits. It is at times like this that we can all appreciate the great genius that is the custard cream. I […]

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.