Adviser bemused after SJP asks him to post or fax client request despite series of emails

For security reasons

Sophie King
clock • 1 min read

An adviser was left frustrated after St. James’s Place (SJP) advised he either fax or post an information request, despite a series of emails leading up to the request.

4 Financial Planning founder and financial planner Ian Else told Professional Adviser that a client of his had requested some information regarding a pension transfer via email. On 5 October, Else sent SJP a letter of authority by email that was signed by the client and - in theory - would allow SJP to provide information on a transfer policy. But after giving the relevant information and speaking with someone from SJP, the advice giant informed Else on Friday morning (9 October) that he would either have to fax or write a letter to move forward. SJP told Else via email: "Unfortuna...

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

Holistic advice is the 'key' to disability support

Holistic advice is the 'key' to disability support

Accessibility issues to advice remain

Sophia Panayi
clock 07 October 2026 • 3 min read
Sentiment on the rise but 'calm may not last' as Budget looms

Sentiment on the rise but 'calm may not last' as Budget looms

According to Dynamic Planner’s Financial Happiness Index

Sophia Panayi
clock 06 October 2026 • 2 min read
SJP adviser academy welcomes 200 graduates

SJP adviser academy welcomes 200 graduates

Graduation ceremony held on Friday

Sophia Panayi
clock 05 October 2026 • 2 min read