SJP and the ongoing advice saga

Beyond what’s happening at SJP, there are bigger, tougher questions for the advice profession to answer on ongoing advice and fair value.

The Top Class Wednesday Update has never been to Peppa Pig World

There’s something about public speaking that gives people a peek behind the psychological curtain – especially speeches which are, or are meant to appear, informal and off-the-cuff. They’re hard to do in their own way – though I much prefer informal talks to reading stuff off a sheet; you might as well just distribute the […]

THE TOP CLASS WEDNESDAY UPDATE STILL HASN’T GOT OVER IT

A brilliant tournament. A truly fantastic final taken all the way to extra time. And, after a day of incredible tension, the result we all wanted. Can it really be two years to the day since the Cricket World Cup final? Good times never seemed so good. Anyway, a lot has happened since the summer […]

THE TOP CLASS WEDNESDAY UPDATE JUST NEEDED SOME EXERCISE

There’s really just one subject to cover this week; one news story that will run and run and drown out everything else until you’re completely fed up. That story is, of course, the sale of Ascentric to M&G by Royal London. Ho, ho. There was nothing you could do about the weary inevitability of that […]

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.