THE TOP CLASS WEDNESDAY UPDATE GIVES OUT MORE ENERGY THAN IT TAKES IN

Nearly there, everyone, nearly there. It’s dark and it’s cold and there’s as much as three inches of snow in parts of England so obviously it’s snowmageddon. I was reminded recently when daydreaming of escaping to Finland of this rundown of what proper Finnish weather is: +15°C / 59°F – This is as warm as […]

THE TOP CLASS WEDNESDAY UPDATE REMEMBERS IAN TAYLOR

Hi everyone, Mark here. Rich will be Updating you – albeit in a truncated form – in a moment, but first I think we need to take a moment to mark the end of an era with the desperately sad news of the passing of Ian Taylor, ex-CEO and co-founder of Transact, at only 58 […]

THE TOP CLASS WEDNESDAY UPDATE IS LIVING IN A FRAGMENTED WORLD

And so it came to pass that the Platform of the Year Awards were held on a Tuesday night, and Mark had not lined anyone else up to write the Update and lo, he looked and he found that it was really not good. But given that the damage was self-inflicted he had no choice […]

THE TOP CLASS WEDNESDAY UPDATE IS BURYING ITS HEAD IN SWEET, SWEET DATA

Hi folks, it’s yours truly, Rich Mayor at the TCWU helm this week, which means it’s time to have a little look at how last quarter went and, hopefully, a brief distraction from just HOW DAMN HOT it is. We’re tantalisingly close to being able to share what’s happened on an individual basis at platforms […]

THE TOP CLASS WEDNESDAY UPDATE IS CROCKED

I keep telling you June is the month that keeps on giving. And what it’s given me now is a crocked Achilles tendon and gracious, doesn’t that just smart. Obviously, in common with all men, my ability to withstand pain without whining is unparalleled but even so: michty. Jings and crivvens and perhaps even help […]

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 […]

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.