THE TOP CLASS WEDNESDAY UPDATE SAYS IT’S ALL IN THE MIND

Hello, hello, me again. Sorry for breaching your inboxes yesterday in an unexpected fashion and thanks to all who dropped a note to say you’d voted for Steve for Professional Adviser’s Personality of the Year. Double thanks to those of you who managed to crack a joke about Steve’s personality too – all of those […]

THE TOP CLASS WEDNESDAY UPDATE IS HERE FOR YOUR STONKS

Were you in? On #GME? And Dogcoin? Were ya? I’m proud to say that I took all the cash we’ve built up in the lang cat over the last 10 years, and SPANKED it straight on these STONKS because that’s what RoaringKitty told me to do. No, I didn’t, and neither did you (though Mark […]

THE TOP CLASS WEDNESDAY UPDATE MIGHT PUT THE TREE UP EARLY THIS YEAR

Welcome to the last twelfth of the year so bad they named it twice. If you’re still here – and that’s a conditional phrase that carries more weight than it should this year – then you made it. Well done. Nearly there. Keep going. I’m usually a bit of a moan about the run-up to […]

More pension changes

Catchy title. Just a short update to confirm a couple of, you guessed it, changes to on-platform pensions. Following Fundnetwork’s recent removal of drawdown charges and then changes to the Cofunds Pension Account, next up with the moves are Parmenion and Ascentric. First up, we’ll look at the platform arm of Royal London Mutual. Ascentric, […]

More pension changes

Catchy title. Just a short update to confirm a couple of, you guessed it, changes to on-platform pensions. Following Fundnetwork’s recent removal of drawdown charges and then changes to the Cofunds Pension Account, next up with the moves are Parmenion and Ascentric. First up, we’ll look at the platform arm of Royal London Mutual. Ascentric, […]

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.