The Top Class Wednesday Update prefers shorter duration bonds

I took no pleasure in that Bond joke. There are some things you just have to grit your teeth and get on with. And when you work in finance and someone releases a Bond film lasting nearly three hours, a bond duration joke is one of them. It’s not glamorous work, but someone has to […]

THE TOP CLASS WEDNESDAY UPDATE IS EASING ITSELF INTO SUMMER

Whilst there is still a fair whack to go, it’s looking increasingly certain that 2020 won’t feature on many folk’s list of best years ever. The last few months have been tough (and for some, tragically so) but finally we are starting to see some small steps towards normality. Pubs are opening, cricket is back, […]

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.