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

Professional Adviser's flagship conference PA360 returns for 2026

Professional Adviser's flagship conference PA360 returns for 2026

PA360: Actionable insights – Smarter Outcomes open for adviser registrations

Professional Adviser
clock 05 December 2025 • 1 min read
Feel Good Friday: One Four Nine Wealth hosts charity blood drive

Feel Good Friday: One Four Nine Wealth hosts charity blood drive

In support of the Scottish National Blood Transfusion Service

Professional Adviser
clock 05 December 2025 • 1 min read
Nici Audhlam-Gardiner: Wider basic advice adoption could shrink advice gap

Nici Audhlam-Gardiner: Wider basic advice adoption could shrink advice gap

'There is no need to reinvent the wheel here'

Nici Audhlam-Gardiner
clock 04 December 2025 • 4 min read