Financial advisers should utilise their relationships with solicitors and accountants to drum up auto-enrolment (AE) business, the Association of Professional Financial Advisers (APFA) has said.
The trade body said it is unlikely professionals from these sectors will have a full working knowledge of how to help employers set up workplace pension schemes, and said this gives advisers "an ideal opportunity to source new clients through these channels". "Giving group presentations to clients of your connections can strengthen the relationships and, at the same time, generate business for your firm," it added. The body has launched an ‘Auto-enrolment guide' for advisers, outlining the opportunities for intermediaries over the next few years and setting out what they need to know ...
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