ACM 2018

I N T H I S I S S U E

Foundation featured at ACM and Partners’ Dinner

Pre-Order ‘How to be Chief Executive Of Your Own Life’

Latest Major Grants

Panathlon update

Fundraising Events 2017

Supporting Nepal’s Children

Challenges 2018

01285 640302 www.sjpfoundation.co.uk

Clare Balding interviewing Dean Stott

David Bellamy on stage with Sophie Challan

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Welcome to the first edition of Foundation for 2018

Dear Colleagues,

I am sure you will agree that the announcement at the Annual Company Meeting (ACM) of £71 million raised since inception highlights the incredible and continued generosity of the St. James’s Place community. Particular in 2017 with a record £5.7 million – £17.1 million raised with double matching to celebrate 25 years of the Foundation. The ACM featured the launch of Dean Stott’s Foundation sponsored efforts to raise £1 million for mental health charities over the next year (featured in this edition).

It also provided us with a wonderful opportunity to celebrate Mike Wilson’s significant contribution to the Foundation. A joint founder

of the Foundation, he has also served 26 years as a Trustee, the last six as our Chairman. The vision, skills, entrepreneurial and generous spirit of both Mike and Sir Mark Weinberg set the Foundation on its path to success, as they did for the company. An important part of the Foundation’s giving history is its support for the charity Hope and Homes for Children (HHC); a total of £7 million has been donated to support its work with orphaned and abandoned children. Mike is a big supporter of HHC and he has visited Eastern Europe to see their vital work in person. HHC CEO Mark Waddington paid tribute to Mike recently:

“For those who believe that success needs to be measurable, then Mike has aced it. But for those of us who

also see success in other ways – inspiring colleagues to always do

better, imbuing respect and kindness in the way an organisation works and harnessing that to make the world a better place for everyone to live in –

then Mike has defined it.”

These insightful words from Mark feature in Mike’s book, also mentioned at the ACM, ‘How to be Chief Executive of Your Own Life’. Not only does the book give the reader insight into Mike’s successful business principals, it also highlights his passion for helping people in need. The final chapter of the book, ‘Best Kept Secret’, focuses on the success of the Foundation, as well as Mike’s pride in the part he has played in this, with an incredible 90% of Partners and employees giving on a monthly basis.

To pre-order copies of Mike’s book, please refer to the back cover of this newsletter.

Thank you for your continued and generous support of the Foundation: it is very much appreciated.

Best wishes for 2018.

Mark Longbottom Head of the St. James’s Place Charitable Foundation

Over £71million raised since inception in 1992

90% of Partners and employees giving monthly

£5.7 million raised before company matching

£17.1 million raised including ‘double matching’

£11.1 million donated to good causes

2017 – 25th Anniversary Year of the St. James’s Place Charitable Foundation

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At the 2018 Annual Company Meeting, Clare Balding introduced Dean Stott a former UK special forces soldier and friend of HRH Prince Harry, to the St. James’s Place community. Dean embarks on an epic adventure and a new sport, as he attempts to pedal 14,000 miles along the Pan-American Highway in a world record time, in partnership with the St. James’s Place Charitable Foundation.

Together the aim is to challenge the mental health stigma, to raise awareness

and £1 million for the eight Heads Together charities, The Mix, Place2Be, Contact, Mind, CALM, Best Beginnings, Anna Freud National Centre for Children and Families and Young Minds.

Dean’s fundraising has got off to an incredible start with Partners and employees attending the Partners’ Dinner generously donating a total of £265,485 – a big thank to everyone who contributed. A further £265,485 will be added via Company matching to benefit other mental health charities.

In 2017 the St. James’s Place community agreed to add Improved Mental Health for all ages as a theme to help guide future grant giving. Both the Trustees and the National Committee are currently considering various UK projects all aimed at improving the mental health of people at risk – more details to follow soon.

Foundation joins Prince Harry and former soldier Dean Stott in support of Mental Health

“It was wonderful that Dean could join us on stage at the ACM to highlight such a worthwhile cause, we wish him all the very best of luck”

David Bellamy, Chairman of the St. James’s Place Charitable Foundation

To read more about Dean’s Pan American Highway Challenge or follow his progress you can visit

www.pah18.com

Lifetime achievement award – Mike WilsonIn an emotional climax to his speech, David presented a Charitable Foundation Lifetime Achievement Award to St. James’s Place co-founder, Mike Wilson.

His work as Chairman of the Foundation over the last six years has been instrumental in many aspects of our success.

David also took the opportunity to present the award in person to Mike, who was a surprise guest at the meeting

and his partner Sophie spoke on his behalf to thank all who have contributed to the Foundation.

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£146,593 granted to

Acorn’s Children’s Hospice

A grant of £146,593 has been awarded to Midlands based children’s charity Acorns to fund their vital work in support of children with life limiting conditions. This grant will fund the outreach work of a nursing team operating in the Black Country over the next 3 years delivering care services to ill children and their families outside of the hospice.

The children and young people they help are not expected to reach adulthood and require specialist care 24 hours a day, 7 days a week. Acorns has been in operation for 30 years and over the last year has supported 876 children and 1,097 families, including those who are bereaved.

To learn about their work visitwww.acorns.org.uk

£60,000 granted to

Back-Up Trust

The Back Up Trust provides support and help in rebuilding lives following a spinal cord injury. The UK-registered charity provides dedicated services for young people.

A £60,000 grant will help fund their national support programme for under-25s. The programme is designed to help young people affected by spinal cord injury realise their full potential. It is based on a pioneering approach where volunteers who have positively adjusted to their own spinal cord injuries act as role models.

Their services for young people build confidence, teaching vital skills for independence.

www.backuptrust.org.uk

£60,000 granted to

The Project

A grant of £60,000 has been awarded to South Birmingham Young Homeless Project (SBYHP). The grant will support the charities early intervention work with socially and economically disadvantaged young people especially those who are homeless or on the brink of being made homeless by providing money and debt advice service. Over the past 12 months the charity has worked with 677 clients of which 470 were new to charity.

To learn more about their work visit www.theprojectbirmingham.org/

£101,356 granted to Brainwave

Brainwave has been awarded a grant of £101,356 to cover the salary costs of their Lead Physiotherapist over 3 years to work with disabled children who come from across the UK to their Bridgewater Centre. Providing specialist physiotherapy the Lead will also work alongside educational, speech and language therapists to help transform the lives of the disabled children. The Foundation has been supporting Brainwave’s services since 2003 and have seen the benefits of their specialist therapy, not just physically and cognitively for the children they help but also indirectly to the lives of their parents and siblings.

To learn more about their work visitwww.brainwave.org.uk

Latest major grants

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£150,000 granted to

Jamie’s Farm

The aim of Jamie’s Farm is to boost young people’s wellbeing and self-esteem, and to improve their behaviour and the way in which they engage with education and school, leading to fewer exclusions.

Working as a catalyst for change among disadvantaged young people aged 10–16 principally from urban areas of London,

Manchester, Birmingham and the South-West – the farm enables those at risk of social and academic exclusion to thrive. This is achieved through a unique one-week residential experience and follow-up programme, combining ‘Farming, Family and Therapy’.

Operational over two sites in Bath and Hereford, Jamie’s Farm has a new site in Monmouth, with plans to open a fourth in Lewes, East Sussex in 2019.

The Foundation has given a major grant of £150,000 to fund three years’ salary of the education manager at the new Jamie’s Farm site in Monmouth. The education manager will be responsible for 450 disadvantaged young people, coordinating visits, both on-site and in the transition back to school, through programme follow-ups.

www.jamiesfarm.org.uk

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Panathlon updateStaff from St. James’s Place said they felt “privileged” to act as volunteers at the Yorkshire Primary Panathlon in York on 4 December. The Foundation is one of Panathlon’s principal sponsors, and volunteers from our Leeds office were on hand at the Poppleton Centre to encourage, cajole, organise and officiate as seven primary schools from across the region competed for the title of ‘Yorkshire Primary Champions’.

St Augustine’s CE School from Halifax were the victors by some distance, with a total of 48 points. St Augustine’s had qualified by virtue of winning the West Yorkshire Primary Panathlon back in February. They finished ahead of nearest challengers Abbey School, from

Rotherham, and Girlington Primary School, from Bradford, which finished level on 33 points each.

Volunteer Jonathan Kattenberg (below left) was particularly energetic in assisting children in the skittles event. His energy wasn’t surprising, as he is currently training for a challenging fundraising effort for the Foundation. In February, Jonathan will be walking the course of the 1,000-mile dog sled race from Alaska to Whitehorse in Canada, trekking an average of 45 miles a day through sub-zero temperatures, up and down peaks of 4,000ft, with a 40-kilo sled tied to his back – alone. “I just can’t resist a challenge!” he quipped.

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Jon Ellis, a St. James’s Place volunteer, said:

“For me, this is not selfless; – it’s selfish, because I get just as much enjoyment out of it

as the children! You just can’t buy this: the competition, the interaction, the fulfilment the

children get from it and, of course, their smiles.”

13,150C O M P E T I TO R S

2190YOUNG LEADERS

812SCHOOLS

C OU N T I E S

3,067 increase since 2015/16

600 increase since 2015/16

249 increase since 2015/16

6 increase since 2015/16

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Having a ball in Hong KongThe Hong Kong Foundation Committee recently held its inaugural Charity Ball at the Royal Yacht Club (HK) and raised over £50,000 (600,000HK) for the Foundation. 120 guests, a mixture of Partners, employees and special guests enjoyed a 3 course meal as well as entertainment from ‘Unsung Heroes Singing’ and the band Vibes, featuring one of our own Mark Rawson on bass guitar.

Performing at the ball,‘Unsung Heroes Singing’

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Supporting Nepal’s ChildrenIn April 2015 a major earthquake shook Nepal, causing loss of life, and leaving a trail of destruction and devastation across communities. Over 46,000 classrooms that were damaged or destroyed, with nearly 1 million children unable to go to school.

Over the last three years Supporting Nepal’s Children has played an active role in repairing some of the affected schools. Along with a group of dedicated St. James’s Place Partners and employees who raised over £300,000, (excluding Company matching) they have rebuilt schools in Chhoprak, Rocham, Lalitpur and Kathmandu. In November last year, 22 volunteers visited Nepal to personally help rebuild the schools that they had raised money to support.

www.supportingnepalschildren.org.uk

“Getting your hands dirty converts hearts and minds”Roger Owen‒trip organiser

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London to Paris – Porta challengeA group of Partners from Porta Wealth Management took on an incredible challenge of cycling from London to Paris in 24 hours. They raised an amazing total of £47,039 (including double matching).

With eight riders and a support vehicle, the 250km bike ride started outside their office at Finsbury Circus on a cloudy Friday afternoon in October. From there, it was down through Sussex and on to Newhaven where they set sail for France. Arriving in Dieppe at 3am with little sleep, they then had the long 150km stretch to Paris. After a couple of breaks, including a mandatory boulangerie pitstop, they arrived at the Arc de Triomphe at 3.40pm French time, meaning they had achieved their goal in 22 hours 40 minutes.

With the support of their friends, family, colleagues and clients, they raised a total of £47,039 for the Foundation. Special mention must go to Andrew Croft, who agreed personally to match anything they raised at the City location meeting back in October.

The event raised

£47,039 for the

Foundation

Annual St. James’s Place Football TournamentOn 25 January Leeds Senior Partner Chris Woolhouse ran his ninth annual St. James’s Place Football Tournament. Twenty five teams took part, a mixture of Partners and employees, from across

the Company and raised over £42,000 for the Charitable Foundation including Company Matching. Congratulations to the 2017 Winners John Klipp Wealth Management from the City Location.

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Hope and Homes for Children is a Registered Charity (No. 1089490)

www.hopeandhomes.org

400m 23km 5km

20th May 2018 The Broughton Hall Estate, Skipton

Do something amazing and take on the challenge for

Hope and Homes for Children to help children grow

up in loving families, not orphanages.

St. James’s Place Charitable Foundation

in aid of Hope and Homes for ChildrenTRIATHLON

Enter today at: sprinttriathlon.org

New

exclu

sive

locatio

n

Join the team and test your physical endurance while raising funds for good causes.

Big Walk 2018: The Peaks & Dales

Friday 11 – Sunday 13 May

Mount Olympus Trek

Thursday 17 – Sunday 20 May

London to Amsterdam Cycle Challenge

Thursday 28 June – Sunday 2 July

Foundation challenges in 2018

Get involved and sign up today!Contact the Foundation team on 01285 878427 or email sjp.foundation@sjp.co.uk

SJP10086 V1 (02/18)

www.sjpfoundation.co.uk

St. James’s Place Charitable Foundation Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom.Registered in England Number 7819270. Registered Charity Number 1144606.

Making a positive and lasting difference to people’s lives

Pre-order your copy of Mike Wilson’s book

You can pre-order copies of Mike’s book via the following methods.

If you are a Partner then please visit www.sjpconnect.co.uk to place your order.

If you are an employee, then please visit the Foundation section of the Intranet to obtain a copy of the order form.

Books will be dispatched during March.

All proceeds from the sale of Mike’s book will go to the Foundation and be matched £ for £ by St. James’s Place.

“Mike has to be one of the UK’s foremost CEOs of the 20th century, having grown Allied Dunbar and taken St. James’s Place from a start-up to one of the youngest ever FTSE 100 companies.

The qualities that made him successful – discipline, attention to detail, humility and an unrelenting hunger for improvement – shine through this book.”

Evelyn Bourke, Group CEO, BUPA

“The revered, highly successful and admired entrepreneur Mike Wilson has applied a lifetime of experience in the workplace to the business of living. Just as a CEO takes stock of his company’s performance, Wilson encourages us to analyse our daily lives and to maximise every second, every minute of our

personal and professional conduct. This is a wonderful guide.”Jacob Rothschild