WELCOME TO THE NO FUN DECADE WITH THE TOP CLASS WEDNESDAY UPDATE

So here we are, and here it is, and I hope you managed to mark the passing of midwinter in the way that makes most spiritual and cultural sense to you. I personally learned some interesting lessons about what happens the next day when you let an 8-year old stay up till 4.15am on Hogmanay. […]

THE TOP CLASS WEDNESDAY UPDATE IS THINKING ABOUT THE IMPORTANT STUFF

It’s been getting on for 4.5 years since I joined the lang cat and still I get caught out by some of the differences between England and Scotland. Not the obvious things, like weather or length of tenure in major sporting events, but smaller details like holidays. So, while England is head down hard at […]

THE TOP CLASS WEDNESDAY UPDATE WILL FAN THE MOONBEAMS FROM YOUR SLEEPING EYES

Ah, siblings, it isn’t long until the summer solstice, when all right-thinking financial planners free themselves from the shackles of capacity for loss, centralised investment propositions, RMAR returns, PI excesses and primary platform relationships, strip down and go for a right old dance around the nearest set of megaliths. I think we’re all ready for […]

THE TOP CLASS WEDNESDAY UPDATE IS HIGHLY LIQUID

I’ll let you into a secret – sometimes coming up with a grabby title for the Update is a bit of an effort. Sometimes, however, it falls into your lap, and today is one of those days. I’ll get to the big issue of the week in a moment, but first just a small word […]

Woodford: The Fees – Part The Second

(apologies for nicking Mark L’s headline. Maniac dictator’s privilege) So as you read this, there will be excitement, feigned or otherwise, about who is or isn’t getting Mr Woodford’s Famous Enormous ‘SUPERCLEAN’ Discount. It’s certain now that our favourite Bristolians with the big direct marketing bill get the Z class at 0.65% with a taxable 5bps […]

Woodford: The Fees – Part The Second

(apologies for nicking Mark L’s headline. Maniac dictator’s privilege) So as you read this, there will be excitement, feigned or otherwise, about who is or isn’t getting Mr Woodford’s Famous Enormous ‘SUPERCLEAN’ Discount. It’s certain now that our favourite Bristolians with the big direct marketing bill get the Z class at 0.65% with a taxable 5bps […]

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.