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 […]

The Top Class Wednesday Update doesn’t want to hear it

Oh in the name of the wee man, here we go again. Last time – 2014 if you please – some wag dubbed the Scottish independence referendum ‘the neverendum’ (actually it was first used for one of the Quebecois referenda) and that resonated with a lot of people on both sides. We now face another […]

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.