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How AI Automation Transformed Life as a Paraplanner
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Technology solutions, built by SJP Partners for SJP Partners. Currently used by 15% of Partner Practices and accounting for a huge £2.5bn of annual inbound FUM.
LOAs Created 2025
Users on Platform
FUM forecast to process 2025
Tweed.AI, by Behavioural Finance Ltd, delivers AI powered automation for the St. James’s Place Partnership. We specialise in suitability letters, pension transfer reports, CFR extraction, and end-to-end workflows – helping advisers save time, reduce risk, and scale confidently. Trusted by 210 SJP practices and over 620 advisers, Tweed.AI is forecast to process £2.5bn of funds into SJP in 2025 and more has processed over 24,000 LOAs in 2025.
Tweed.AI has been a game-changer for our practice. The accuracy, speed, and compliance standards give us an edge in serving clients efficiently.
CEO, Clearwater
By partnering with Tweed.AI, we’ve dramatically reduced the time our advisers spend on admin. That means more time with clients, and more confidence in our compliance processes.
Group MD, AAG Wealth Management
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Unlike manual outsourced paraplanners, Tweed.AI automates suitability letters, pension transfer reports, and full workflows. This means turnaround in hours instead of weeks, at a fraction of the cost, with compliance safeguards built in.
Yes! Tweed.AI is built exclusively for SJP Partners, already live in over 210 practices with 624 advisers onboarded. It is ISO-certified and designed to meet the Partnership’s compliance requirements.
Across the Partnership, Tweed.AI is projected to save over £110M annually versus traditional outsourced paraplanning. Individual practices already report savings of £35M per year through Auto.SL alone.
We hold ISO 27001, ISO 9001, and Cyber Essentials Plus certifications. All data is processed and stored in the UK, with full encryption and audit trails to meet FCA and SJP compliance standards.
No. Advisers access tools through simple web apps or mailbox submission. Workflows are automated in the background, so teams can scale without needing new technical skills.
Most practices are live within days. We provide onboarding support, adviser training, and compliance guidance to ensure a smooth rollout with immediate impact.