The Top Class Wednesday Update sheds tiers

Afternoon everyone and a happy Wednesday to those who celebrate. Where I am the temperature has plummeted faster than in a meeting of the Commuters Association when Mick Lynch walks into the room and it feels like we are now on the run-out from 2022, for which I suspect many will be grateful right up […]

The Top Class Wednesday Update never runs out of gas

So, so many gas jokes you could make this week – do you go down the industry being full of hot air route, the Mark-Locke-with-a-hangover-after-the-Platform-Awards route, the wasn’t-me-it-was-the-dog route, or simply repeat Marina Hyde’s gag of this morning that if you want a really solid investment you should pop out and buy a Calor Gas […]

HAPPY LOCKDOWNIVERSARY FROM THE TOP CLASS WEDNESDAY UPDATE

Jings, crivvens and help ma boab, it was a year ago yesterday that we emptied the fridge, fumigated the harder-to-reach areas of someone’s desk (M**k L***e) and had a quick fight over who would get to take the rest of the bog roll home (me). We shut the shutters and that’s been that for a […]

THE TOP CLASS WEDNESDAY UPDATE IS OUT OF HERE

And so it’s nearly over, thank the deity of your choice. The No Fun Decade I wrote about 11.5 months ago started and self-actualised in a way very few of us could have ever have imagined, and what followed was attritional. “If you want a picture of the future,” wrote George Orwell in 1949, “imagine […]

THE TOP CLASS WEDNESDAY UPDATE IS EXACTLY YOUR CUP OF TEA

Yes indeed, siblings, it’s that time of the week again. More popular than Green Book’s Oscar win, if Spike Lee had to express a preference about his favourite long-term savings and investment-based weekly email, it would totally be this one. And I think we can all agree there’s no finer endorsement than that. Even in […]

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.