Pension transfers considered among 2020's biggest opportunities by advisers

Client recommendations biggest opportunity

Sophie King
clock • 2 min read

Pension transfers are still considered to be among the top business opportunities for financial advisers in 2020, research from Intelliflo has found.

In a survey conducted by 360 of Intelliflo Intelligent Office users, existing client recommendations recommending new clients was at the top of list, with pension transfers following in second. For 2020, advisers predicted client recommendations to still be the biggest opportunity however recruiting extra staff was second, with pensions transfers following in third.  When asked about the challenges advisers faced in 2019, advisers said regulation was the biggest and predicted it to continue being first in 2020. Cyber security was the second biggest challenge advisers faced last year, but...

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 Your profession

Reform for modern times: A fairer future for families

Reform for modern times: A fairer future for families

'Could reshape the legal and financial consequences of relationship breakdown'

Julia Peake
clock 17 June 2026 • 4 min read
Carla Brown: PFS will reassert itself as voice of the profession in 2026

Carla Brown: PFS will reassert itself as voice of the profession in 2026

PFS president and chair on building trust

Carla Brown
clock 16 June 2026 • 4 min read
Advisers need 'robust' scam protections as investment fraud losses hit £221m

Advisers need 'robust' scam protections as investment fraud losses hit £221m

Investment fraud up 40% year-on-year

Sophia Panayi
clock 15 June 2026 • 2 min read