The Top Class Wednesday Update is possibly terminal

I don’t mean to frighten anyone but I’ve god a gold id by dose and am currently the sickest I’ve ever been like ever and no-one has ever been sicker than me even if they say they have. It’s not easy being a man you know. But don’t worry, I’ve been in touch with the […]

The Top Class Wednesday Update will do the show right here

Well, this is unusual. I’m writing this Update sitting in the bar car of the Caledonian Sleeper, about to pull out of Waverley on the way down to London for #langcatlive on Thursday, or tomorrow when you read this. It’s my first sleeper trip for at least three years – they have showers now! – […]

The Top Class Wednesday Update will accept being ambushed by cake

I mean, I’m not mad about cake to be honest, I’d rather be ambushed by an artisan-made craft sausage roll such as one may buy at Tebay, the most middle-class of all motorway services. But if you’re going to be ambushed and porky-pastries aren’t an option, it may as well be by cake. It reminds […]

The Top Class Wednesday Update is merry and bright*

*conditions apply And so this is it, siblings – the last Update of 2021. I think we all know not much work is going to be done next week, not least because the kids (at least up here) are breaking up on Friday and so we are all set for one of the least tolerable […]

And so it begins – Standard Life scarfs AXA Elevate

(I made edits to this at 7.30pm on 4/5/16 to update on the Architas deal, pricing reviews and the purchase price). Well, I was never going to be able to let this go by. I was on a plane as I wrote most of this; the news of Standard Life buying AXA Portfolio Services, which […]

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.