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.

How do we deliver pension reform well?

It seemed there were actually some grown ups involved in the Autumn Statement this time round. But what will it take to make a success of their ideas in practice?

THE TOP CLASS WEDNESDAY UPDATE IS WORRIED ABOUT FRANCE IN THE QUARTER FINALS

Greetings. Hope you are all well. Mike here, keeping the TCWU wheel turning for another week. Big news from the FCA today, with the release of the snappily titled, “Broadening access to financial advice for mainstream investments” consultation paper. This is something that has been trailed for a while now, with Money Marketing reporting on […]

THE TOP CLASS WEDNESDAY UPDATE GETS IT AND IS LISTENING

Good afternoon, Mike here. Right about now (assuming you are reading this on Wednesday lunchtime/afternoon) we will be smack in the middle of our second #langcatlive for 2022, the HomeGame in Edinburgh. If you’ve missed out you can catch up via the socials and we’ll also post the highlights on YouTube in the days to […]

The Top Class Wednesday Update always delivers a good outcome

As expected, this morning’s announcement sees no change in scope, but a 12-week delay in implementation. Closed book products get another year to sort themselves out/sell out to someone else (delete as appropriate). July 2023 and 2024 will forthwith be known as Consumer Duty implementation months, to be celebrated accordingly. A short delay for implementation […]

THE TOP CLASS WEDNESDAY UPDATE ALWAYS DELIVERS A GOOD OUTCOME

Alistair Kettlewell. 1978-2022 Hey everyone, Mark here. Mike will take you through an important Update this week – the new Consumer Duty will affect us all. But before I hand over to him I would like to write a few words in memory of my friend and ex-colleague Alistair Kettlewell, who has died far, far […]

THE TOP CLASS WEDNESDAY UPDATE HASN’T GOT A HANGOVER

It is probably fair to assume a good number of our TCWU readers attended the Professional Adviser awards last night. I hope you all had a great evening and are feeling bright and energetic. Mark has been “in meetings” all morning, so for this week I’m on update duty. Fear not – there will be […]

THE TOP CLASS WEDNESDAY UPDATE WOULD LIKE A LASER PEN PLEASE

Afternoon all. Mike here. I’m taking control of the weekly update whilst Mark puts up the Christmas decorations in anticipation of the first lang cat office party for two years tomorrow afternoon. Apologies in advance to anyone I bounce to voicemail on Friday morning…. My favourite part of any James Bond movie is when he […]

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.