THE TOP CLASS WEDNESDAY UPDATE IS EXACTLY YOUR CUP OF TEA

Yes indeed, siblings, it’s that time of the week again. More popular than Green Book’s Oscar win, if Spike Lee had to express a preference about his favourite long-term savings and investment-based weekly email, it would totally be this one. And I think we can all agree there’s no finer endorsement than that. Even in […]

Booting ISAs in the baws – tax year end 2015/16

Well now, the IA has just put out its stats for tax year end (TYE) 2015/16 and it’s not nice reading. The full release is here but this table which I nabbed from the release tells quite a story. 2014/15 was generally reckoned to be a relatively sucky year for the ISA season, which has […]

Kind of a big deal – Budget musings

No-one expected that. Budget? we thought. ‘Meh,’ we thought. We were wrong. This is the most impactful budget in terms of personal finance for a long time; certainly since the A-Day days, and maybe since I joined the industry in the mid 90s. Industry response has been feverish and has had us thinking of Anchorman […]

Kind of a big deal – Budget musings

No-one expected that. Budget? we thought. ‘Meh,’ we thought. We were wrong. This is the most impactful budget in terms of personal finance for a long time; certainly since the A-Day days, and maybe since I joined the industry in the mid 90s. Industry response has been feverish and has had us thinking of Anchorman […]

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.