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

Scotland Investment Roadshow 2025: Join PA in Edinburgh and Glasgow

Scotland Investment Roadshow 2025: Join PA in Edinburgh and Glasgow

The Scotland Investment Roadshow kicks off later this month

Professional Adviser
clock 11 September 2025 • 1 min read
Scotland Investment Roadshow 2025: Join PA in Edinburgh and Glasgow

Scotland Investment Roadshow 2025: Join PA in Edinburgh and Glasgow

The Scotland Investment Roadshow kicks off later this month

Professional Adviser
clock 09 September 2025 • 1 min read
Webinar: IHT on pensions from April 2027 – what financial planners need to know

Webinar: IHT on pensions from April 2027 – what financial planners need to know

Sign up to join L&G, Octopus, Quilter and TIME on 24 September

Professional Adviser
clock 05 September 2025 • 1 min read