The Top Class Wednesday Update is all about efficiency

Hello, Natalie here. Mr P is off on holiday, enjoying the balmy 7-degree temperatures of somewhere in Scottishland, so it falls to me to update you all this week. I had the genuine pleasure of attending the PA 360 conference in London a couple of weeks back. It was my first proper in-person conference for […]

THE TOP CLASS WEDNESDAY UPDATE WILL DO IT FOR HALF THE PRICE

Well, I’m not quite sure what to say. So I’ll just say a big thank you – to Steve for writing such a nice thing last week, and to the many of you who’ve sent condolences and messages. This industry can be a very supportive place when we put our minds to it, and although […]

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 CANNOT BE DEPLATFORMED

What a week, what a week. We are all living through stuff that will be written about in the history books here – I mean, we’re always doing that, that’s the way history works – but even so, this was a big, hairy, two-bottle week. It’s a tale of…what, exactly? Sound and fury for sure, […]

SCORES ON THE DOORS – HOW THE ADVISED PLATFORM MARKET FARED IN 2018

Well, the covers are off and we now have full year 2018 data for the advised platform market. It’s been quite a year – if it was a box set we reckon it would be series 2 of The Wire. It’s been that gripping. You’ll no doubt read lots of stuff about individual company results […]

Nothing to do with buses

Hello again. You know what they say; platform pricing changes are like buses. You wait ages for one to come along and then! Actually, no-one says that. It’s a rubbish analogy. And the buses around here are pretty good. Anyway. Yes, only a week ago we were digesting the pricing changes made by Ascentric, and […]

Nothing to do with buses

Hello again. You know what they say; platform pricing changes are like buses. You wait ages for one to come along and then! Actually, no-one says that. It’s a rubbish analogy. And the buses around here are pretty good. Anyway. Yes, only a week ago we were digesting the pricing changes made by Ascentric, and […]

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.