The Top Class Wednesday Update remembers Ian Taylor

Hi everyone, Mark here. Rich will be Updating you – albeit in a truncated form – in a moment, but first I think we need to take a moment to mark the end of an era with the desperately sad news of the passing of Ian Taylor, ex-CEO and co-founder of Transact, at only 58 […]

The Top Class Wednesday Update feels your ennui

Well, we’re in it now. 22% inflation, anyone? And the solution is…to drill more oil wells which might be operational in 25 years’ time. I think the only rational response here is either to go round blindfolded and ear-plugged in an attempt to avoid all this, or to get absolutely stocious and watch Mikael Gorbachev’s […]

The Top Class Wednesday Update is fighting inlfation

Happy Wednesday everybody, if indeed it is a happy Wednesday. I’m struck today by the cover of City AM, which isn’t usually required reading in the fine port of Leith, but which is when it looks like this. No doubt that things are tough, but your faithful Update is doing its bit to fight inflation […]

The Top Class Wednesday Update is crocked

I keep telling you June is the month that keeps on giving. And what it’s given me now is a crocked Achilles tendon and gracious, doesn’t that just smart. Obviously, in common with all men, my ability to withstand pain without whining is unparalleled but even so: michty. Jings and crivvens and perhaps even help […]

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.