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

Tessa Lee: The invisible cost of poor client data

Tessa Lee: The invisible cost of poor client data

How can you improve data quality?

Tessa Lee
clock 23 July 2026 • 4 min read
Dean Proctor: Hopes and fears for the new PM and cabinet

Dean Proctor: Hopes and fears for the new PM and cabinet

Stability, simplicity and the chance to do things differently

Dean Proctor
clock 23 July 2026 • 5 min read
Should spousal maintenance be abolished? A modern perspective

Should spousal maintenance be abolished? A modern perspective

Making the case for abolition and retention

Amy Walpole and Karen Brennan
clock 22 July 2026 • 4 min read