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The new normal: Advisers shift to hybrid model as they return to offices

“Many advisers are mixing client engagements between remote and face-to-face and we have applied rules for the latter around location and hygiene. All our support staff are back office based.”

It is a similar situation at St James's Place: because its partner practices are independent businesses, any arrangements for employees within those practices to return to offices were decided by individual firms.

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A spokesperson for the firm said some partners may already have been based at home, rather than an office setting, before the pandemic. 

He said: “Where partners use SJP premises – e.g. for client meetings – these offices continue to see increased daily cleaning and available hand sanitiser to assist with additional hygiene measures. We also recommend that meeting rooms are not used over their intended capacity.

“Whether meetings are held virtually or in person will also be left to individual partners to decide based on client preference.”

Earlier this week, a group of panelists at FTAdviser's Financial Advice Forum on September 7 discussed the hybrid working model and what it means for the next generation of clients

sonia.rach@ft.com

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