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

Government policy tops adviser concerns as firms focus on client retention

Government policy tops adviser concerns as firms focus on client retention

According to survey by TFAS Compliance Services (TCS)

Sahar Nazir
clock 07 January 2026 • 2 min read
Perspective inks JV with accountancy and professional services group

Perspective inks JV with accountancy and professional services group

To form DJH Perspective Wealth Management

Isabel Baxter
clock 06 January 2026 • 2 min read
Fairstone deputy chair Lee Hartley exits consolidator

Fairstone deputy chair Lee Hartley exits consolidator

CEO Steven Cooper sets out 2026 expansion plans

Sahar Nazir
clock 06 January 2026 • 2 min read