THE TOP CLASS WEDNESDAY UPDATE IS LOOKING OVER ITS GLASSES AT THE SIPP MARKET

Hello, I’m Tom. Not the previous Tom who’s written this update and is famous for his height and pensions knowledge, but Tom of the Ellis variety who’s considerably less well-known for his pensions wisdom and more for his editorship of Professional Adviser in a past life. Even with my limited pensions wisdom, it’s not escaped […]

THE TOP CLASS WEDNESDAY UPDATE IS JUST AN UPDATE

Hi folks, it’s new cat, Rich Mayor here serving up food for thinking during my third week with this rabble. Rather rudely, the world didn’t stop turning while I’ve been settling in, but that does mean there’s a fair bit to chew on in the runup to #langcatlive next week. We’re down to our last […]

YOLO, but for a long time hopefully

I’ve just finished reading a blog from Natalie Tuck at Pensions Age: YOLO vs retirement, which argues that ‘regardless of which generation you are born in, when you are young, you have other priorities than saving for retirement’. First up, I need to declare an interest: Alliance Trust Savings is one of my clients, so […]

YOLO, but for a long time hopefully

I’ve just finished reading a blog from Natalie Tuck at Pensions Age: YOLO vs retirement, which argues that ‘regardless of which generation you are born in, when you are young, you have other priorities than saving for retirement’. First up, I need to declare an interest: Alliance Trust Savings is one of my clients, so […]

A dam fine retirement guide

Having spent the last couple of months SWIMMING in the pool of change that is the UK at retirement market – not just DIPPING A TOE, you understand but DIVING right on in there – a couple of things struck me. First, that freedom can be a pyrrhic victory. Old King Pyrrus of Epirus might […]

Another blog about retiring

Six months ago or so I wrote a blog about my Dad’s imminent retirement. I’m not egotistical enough to assume you’ve been on the edge of your collective seats waiting on an update (The Deathly Hallows this ain’t) but here it is anyway. Nelson Sr. got off to a disheartening start thanks to some pretty […]

Another blog about retiring

Six months ago or so I wrote a blog about my Dad’s imminent retirement. I’m not egotistical enough to assume you’ve been on the edge of your collective seats waiting on an update (The Deathly Hallows this ain’t) but here it is anyway. Nelson Sr. got off to a disheartening start thanks to some pretty […]

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.