How SJP picks its fund managers

Despite criticism, the wealth manager claims to negotiate better deals than its rivals  Much like the acquisition strategy and adviser charging model of St James’s Place, advisers can feel in the dark about how the wealth manager selects its funds and fund managers. Despite negative press over its opaque charging structure, SJP has continued to […]

Five minutes with…Claire Phillips

Ahead of speaking at Money Marketing Interactive in May, First Wealth partner Claire Phillips talks financial planning tech tools and the importance of advisers sharing best practice On a scale of one to 10, how optimistic are you about the advice market for 2018? Ten, based on the number of referrals we’ve received so far this year […]

Steve Bee

Steve Bee: Why still no justice for Waspi women?  

For calls for change to still be falling on deaf ears in 2018 is beyond disappointing There is a serious issue with our pension system today that has been allowed to continue for many years with no resolution. Over 20 years ago, the government decided to require millions of older people in the future to […]


Editor’s note: Three years on from the freedoms, advice is more important than ever

Thirty-six months is a short time in pensions. Before April 2015, few could have predicted that compulsory annuitisation would come to an end and the door to full withdrawals would be swung open. As the pension freedoms reach their third birthday, it is worth weighing up the evidence to date. Let’s start with the good […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment