Advisers missing "golden opportunity" with corporate clients

clock

Advisers are missing out on a "golden opportunity" by failing to exploit the crossover between personal and corporate clients, according to the founder of the Specialist Pensions Forum.

Mike Jones, founding member of the group of 20 leading pension providers, national IFAs and software houses, says IFAs will not find a better way to open up potential new business with small companies than through offering guidance about Personal Accounts. "If an IFA has a client who is a business owner while dealing with him as a personal client it is also a golden opportunity to start a relationship with them as a corporate client," Jones says. The former IFA and current voluntary adviser for The Pensions Advisory Service says the high level of ignorance about pension reform is a wa...

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 uncategorised

Building Society-owned Newcastle Financial Advisers acquires Openwork firm

First of a number of acquisitions

Hannah Godfrey
clock 09 December 2019 • 1 min read

Bond managers fear hedges being undermined as liquidity dries up

The recent sell off in the bond market and growing liquidity issues have forced bond investors to use similar hedging techniques, undermining their effectiveness and causing concerns about how much downside protection funds really have.

Anna Fedorova
clock 03 July 2013 •

Police launch investigation into mortgage middleman fined £1m

West Midlands Police have launched a fraud investigation into a Birmingham financier over his role in sale and rent back agreements.

clock 25 June 2013 •