SJP

SJP, Quilter and AJ Bell shares hit after AI tax planning tool launch

Companies

SJP, Quilter and AJ Bell shares hit after AI tax planning tool launch

Wealth managers’ share prices sink after reveal from US-based Altruist Corp

clock 11 February 2026 • 3 min read
SJP reports record £220bn FUM despite reduced quarterly flows

Companies

SJP reports record £220bn FUM despite reduced quarterly flows

Funds under management up 16% since 2024

clock 29 January 2026 • 1 min read
SJP and AJ Bell pivot from US mega-caps in MPS as concentration woes continue

Investment

SJP and AJ Bell pivot from US mega-caps in MPS as concentration woes continue

Healthcare, energy and EM preferred

clock 28 January 2026 • 2 min read
UK tax changes for non-residents: The abolition of the dividend tax credit

Tax planning

UK tax changes for non-residents: The abolition of the dividend tax credit

'The key is correctly identifying each category and modelling the two methods side by side'

clock 06 January 2026 • 7 min read
Senior pension figures question HMRC's 7.7 million salary sacrifice uptake figure

Pensions

Senior pension figures question HMRC's 7.7 million salary sacrifice uptake figure

‘It doesn't take much of an error in those figures to have no benefit whatsoever’

clock 15 December 2025 • 8 min read
Profession has 'responsibility to make financial advice and guidance more accessible'

Your profession

Profession has 'responsibility to make financial advice and guidance more accessible'

SJP’s Real Life Advice Report 2025

clock 20 November 2025 • 2 min read
SJP firm Twelve Wealth Management acquires fellow partner practice

Your profession

SJP firm Twelve Wealth Management acquires fellow partner practice

Managing director Matt Smith joins the firm

clock 05 November 2025 • 1 min read
SJP complaints spike in H1 but wealth manager reports recent 'material decrease'

Companies

SJP complaints spike in H1 but wealth manager reports recent 'material decrease'

Latest FOS data shows there were 1,426 complaints in H1 2025

clock 30 October 2025 • 5 min read
St. James's Place FUM surpasses £200bn for first time

Companies

St. James's Place FUM surpasses £200bn for first time

Gross inflows at £5.7bn

clock 23 October 2025 • 2 min read
St James's Place adds four multi-index funds of funds to Polaris range

Multi-Asset

St James's Place adds four multi-index funds of funds to Polaris range

Priced at 0.20% OCF

clock 08 October 2025 • 1 min read