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 was live

So we came, we did it, we drank all the drinks and then we left again. And now, as the covers are pulled back over #langcatlive until the early autumn when we will – spoiler alert – do an in-person Home Game in Edinburgh, we have that nice moment of reminiscing when we can decide […]

The Top Class Wednesday Update is just an update

Hi folks, it’s new cat, Rich Mayor here serving up food for thinking during my third week with this rabble. Rather rudely, the world didn’t stop turning while I’ve been settling in, but that does mean there’s a fair bit to chew on in the runup to #langcatlive next week. We’re down to our last […]

THE TOP CLASS WEDNESDAY UPDATE STILL LOVES ROUND NUMBERS

And so as we embark upon our government-sanctioned cautious hug spree (all except in Scotland where we shun such fripperies), we can start thinking properly about what we want to keep and what we want to leave behind from the last year and a bit. I’ll look forward to being able to go for a […]

THE TOP CLASS WEDNESDAY UPDATE IS ALL ABOUT WELLNESS, PROBABLY

So it turns out that the kind of industry Update you like best is one which isn’t about the industry at all. After last week’s effort I got more reactions and messages than at any time since the very early days of the Update. Thanks to everyone that took the time to write. Maybe I […]

ALL ABOARD THE HEATMAPS. EMBARK COMES TO MARKET.

Righto, two things. (1) Iâ’ve given myself half an hour to race through this and (2) I’m very sorry about the pun. Terry’s idea. With both of these in mind, let’s move swiftly on. Embark finally announced its long-awaited charging structure the other day and you know the drill by now, we’ve got your back […]

ALL ABOARD THE HEATMAPS. EMBARK COMES TO MARKET.

Righto, two things. (1) Iâ’ve given myself half an hour to race through this and (2) I’m very sorry about the pun. Terry’s idea. With both of these in mind, let’s move swiftly on. Embark finally announced its long-awaited charging structure the other day and you know the drill by now, we’ve got your back […]

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.