Three things your clients may call you about this week …

What made financial headlines over the weekend?

clock • 3 min read

SJP's sales tactics; £28bn grabbed by pensioners 'early'; and 'unfair' state pensions credit forms - here's our weekly heads-up on the financial stories that may have caught your clients' attention over the weekend …

Secret dossier leaks St James's Place sales tactics St James's Place (SJP) advisers are encouraged to play down the impact that charges can have on returns to investors, The Sunday Times alleges in this article. A document leaked to the Sunday ‘paper, alleged to be an SJP sales dossier, reveals an illustrated guide that shows how fees should be presented to the advice giant's clients. In nine graphics, advisers are shown how they should explain costs to the client as a single charge. Another two illustrations represent how the fees appear to just be a small piece of the overall inv...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

 Why ongoing advice matters when client confidence is low

Why ongoing advice matters when client confidence is low

'What clients value most from advisers is clear priorities, reassurance and practical help'

Sophie Hall
clock 19 May 2026 • 3 min read
Simplybiz academy to 'level the playing field' for smaller firms

Simplybiz academy to 'level the playing field' for smaller firms

Academy launched to help smaller firms grow organically

Sophia Panayi
clock 19 May 2026 • 4 min read
FSCS forecasts levy drop to £247m in 2026/27

FSCS forecasts levy drop to £247m in 2026/27

Compensation payments of £267m anticipated

Sophia Panayi
clock 18 May 2026 • 2 min read