SJP implements VR training to highlight client vulnerability

Adviser training includes immersive 360° film and interactive role play

Isabel Baxter
clock • 1 min read

St James’s Place (SJP) is using virtual reality to train advisers on how to advise vulnerable clients.

The wealth manager has created a two-part training solution for its advisers, including an immersive 360° film followed by an interactive role play. The immersive 360° film is an awareness and story-building piece. The statistics aim to show advisers why it is important to ensure holistic support is offered to their clients. SJP has found from feedback that advisers who have experienced this film have begun to consider their current client base and the support they offer. One respondent from a SJP partnership focus group said the training "helps you to understand and appreciate the...

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 Companies

First Wealth on hunt to acquire like-minded financial planning firms

First Wealth on hunt to acquire like-minded financial planning firms

Follows significant financial backing from Marlborough

Jenna Brown
clock 24 June 2025 • 5 min read
Openwork in growth push with partner firm Milecross acquisition

Openwork in growth push with partner firm Milecross acquisition

Makes first investment into one of its partner firms

Jenna Brown
clock 19 June 2025 • 2 min read
PE backer sells Shackleton to Lee Equity Partners

PE backer sells Shackleton to Lee Equity Partners

Succeeds current investor Sovereign Capital Partners

Isabel Baxter
clock 17 June 2025 • 2 min read