SOTAN Needs You

Share your thoughts and experiences of the direction of the advice profession – but you haven’t got long to make your views count.

The Top Class Wednesday Update will accept being ambushed by cake

I mean, I’m not mad about cake to be honest, I’d rather be ambushed by an artisan-made craft sausage roll such as one may buy at Tebay, the most middle-class of all motorway services. But if you’re going to be ambushed and porky-pastries aren’t an option, it may as well be by cake. It reminds […]

The Top Class Wednesday Update is merry and bright*

*conditions apply And so this is it, siblings – the last Update of 2021. I think we all know not much work is going to be done next week, not least because the kids (at least up here) are breaking up on Friday and so we are all set for one of the least tolerable […]

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.