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...
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