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 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 says wan oot all oot

A shorter than usual Update this week, siblings, as many of you will have been plagued by us already with communications about the beta launch of MPS Analyser to sit alongside Platform Analyser. And we certainly don’t want to test the limits of your endurance, not least as many of you are about to head […]

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 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 […]

The Top Class Wednesday Update is all about efficiency

Hello, Natalie here. Mr P is off on holiday, enjoying the balmy 7-degree temperatures of somewhere in Scottishland, so it falls to me to update you all this week. I had the genuine pleasure of attending the PA 360 conference in London a couple of weeks back. It was my first proper in-person conference for […]

The Top Class Wednesday Update embraces resistentialism

Have you ever heard of Paul Jennings? You know, the humourist who worked for The Observer throughout the fifties and sixties and who wrote The Great Jelly Of London? I haven’t, but for the purposes of this week’s Update I’ll pretend that I have because it’ll lead nicely into my main topic. Even if you […]

The Top Class Wednesday Update prefers shorter duration bonds

I took no pleasure in that Bond joke. There are some things you just have to grit your teeth and get on with. And when you work in finance and someone releases a Bond film lasting nearly three hours, a bond duration joke is one of them. It’s not glamorous work, but someone has to […]

THE TOP CLASS WEDNESDAY UPDATE STILL HASN’T GOT OVER IT

A brilliant tournament. A truly fantastic final taken all the way to extra time. And, after a day of incredible tension, the result we all wanted. Can it really be two years to the day since the Cricket World Cup final? Good times never seemed so good. Anyway, a lot has happened since the summer […]

THE TOP CLASS WEDNESDAY UPDATE TAKES ITS DUTIES SERIOUSLY

And it’s lovely and all that, and I’m glad for the publicans and the restauranteurs, but can I just make it clear right now that anyone trying to engage in wanton hugging round here will be given such an Edinburgh lemon-sooking hard stare that even Donald Dewar himself would have recoiled. Ho, ho. Just kidding. […]

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.