SJP and the ongoing advice saga

Beyond what’s happening at SJP, there are bigger, tougher questions for the advice profession to answer on ongoing advice and fair value.

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 […]

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.