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...
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