Things clients say #2

clock

Kusal Ariyawansa, of Appleton Gerrard, was shocked when a client declared he had found £60,000 in a drawer.

One of the most unexpected things a client told me recently was that, as he was in clearing and sorting through his belongings in preparation for a house move, he found an old pension policy screwed up in the back of a drawer. It dated from 1989. This client, who has been with me for years, is a retired consultant doctor and, as such, is not short of money. He had not noticed the £160 that had been leaking from his account every month since then, but the policy had accrued £60,000 since it was set up 23 years ago. He had completely forgotten the conversation with the doorstep sales...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Number of British millionaires drops to lowest level since 2008

Number of British millionaires drops to lowest level since 2008

Estimated number of 442,000

Sophia Panayi
clock 28 July 2026 • 3 min read
Tessa Lee: The invisible cost of poor client data

Tessa Lee: The invisible cost of poor client data

How can you improve data quality?

Tessa Lee
clock 23 July 2026 • 4 min read
Dean Proctor: Hopes and fears for the new PM and cabinet

Dean Proctor: Hopes and fears for the new PM and cabinet

Stability, simplicity and the chance to do things differently

Dean Proctor
clock 23 July 2026 • 5 min read