Advisers missing "golden opportunity" with corporate clients

clock • 2 min read

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

Multi-Asset and MPS Roadshow: Last chance to join PA in Harrogate or Warrington

Multi-Asset and MPS Roadshow: Last chance to join PA in Harrogate or Warrington

Hear from Aberdeen, Aviva Investors, Clever, Downing, Fidelity, Quilter Cheviot, Rathbones

Professional Adviser
clock 08 September 2026 • 1 min read
PA Awards 2027: Submit your entries by 18 September

PA Awards 2027: Submit your entries by 18 September

The 22nd Professional Adviser Awards will take place in London next March

Professional Adviser
clock 04 September 2026 • 1 min read
Two including former police officer charged in connection with £720,000 investment fraud

Two including former police officer charged in connection with £720,000 investment fraud

Due to appear at Westminster Magistrates’ Court

Sophia Panayi
clock 04 June 2026 • 1 min read