St James’s Place
St. James’s Place aligns fund with SDR label, changes external manager
Ongoing charges will reduce by 0.01% as a result of these changes
St James’s Place rejoins FTSE 100
It recently hit the headlines having elected to wind down £1.8bn of property funds
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