The Top Class Wednesday Update is looking over its glasses at the SIPP market

Hello, I’m Tom. Not the previous Tom who’s written this update and is famous for his height and pensions knowledge, but Tom of the Ellis variety who’s considerably less well-known for his pensions wisdom and more for his editorship of Professional Adviser in a past life. Even with my limited pensions wisdom, it’s not escaped […]

The Top Class Wednesday Update is in full stat mode

In amongst the permacrisis, a ray of light at the lang cat Port Authority yesterday. Most of the team – which incredibly numbers 21 now – found their way to the People’s Republic of Leith and we did a proper planning session and all that kind of thing. We also waved a fond a demain […]

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.