St James’s Place
Financial planning | 15 Nov 24
St. James’s Place ‘welcomes’ next phase of the Advice Guidance Boundary Review
Targeted Support should provide a framework that enables consumers to make better-informed decisions
Health & Protection | 15 Nov 24
Taboos around vulnerability ‘deter over half’ advised clients from seeking extra support
One in four say ongoing advice has made them feel less vulnerable
Financial planning | 3 Oct 24
Major life events and milestones prompt 12.5m UK adults to seek financial advice or guidance
The St. James’s Place study surveyed just under 12,000 individuals
People Moves | 9 Aug 24
St. James’s Place names ex-Aviva’s Andy Ford as its new head of responsible investment
Ford will report to Joe Wiggins, director of investment research, in his new role
St James’s Place targets £500m cost cuts as FUM hits record £181.9bn
The aim is to achieve annual FUM growth in the ‘mid-to-high single’ digits over time