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SJP makes changes to fund range

St James’s Place has made a series of changes to its fund range, including launching two funds. The changes take effect from 6 November and will also see Schroders multi-asset investment head Johanna Kyrklund appointed as lead manager for the managed growth fund. SJP is launching a Japan fund, which is managed by Yoshihiko Ito […]

Tapering of annual allowance – adjusted and threshold income

The definitions of adjusted income and threshold income used to determine whether, and to what extent, someone’s annual allowance will be reduced can be confusing.  Here we try to make sense of it all. The annual allowance will be reduced for high income individuals from 6 April 2016.  Our previous article Tapering of annual allowance […]


How much are advisers charging for pension transfers?

Defined benefit pension transfer charges are being put under the microscope again as the regulator turns over more potential conflicts of interest. With the British Steel Pension Scheme the latest to dominate headlines and the FCA ready to interrogate further as it extends its review to include all firms authorised to give pension transfer advice, […]


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