Providing essential support for trustees

If you are a trustee, then you’ll know it can be time-consuming, sometimes expensive and often a huge responsibility.

Simply put, a trustee is someone who is responsible for managing the money or assets that have been put into a trust - a trust which will benefit another person, or people (these are known as beneficiaries). As a trustee, the money or assets in the trust must only be used for the beneficiary’s benefit. Whatsmore, everything you do as a trustee needs to be in the best interest of the beneficiary.

We are here to provide you with the essential support you need, so that you can fulfil your role as trustee, making sure that you meet all of your obligations and legal duties. 

Our ability to listen to your concerns and your priorities, together with our unrivalled industry experience, means that we are able to deliver financial advice specifically shaped around you.

Through Professional Trustee Solutions, you can find a bespoke strategy for cost-effective actuarial and administrative services, combined with St. James's Place distinctive approach to investment management.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you initially invested.

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