SJP adviser helps 'average Joe' client discover £24k pension pot

Worth helping average savers

Sophie King
clock • 1 min read

St. James’s Place (SJP) partner practice LH Financial Planning financial consultant Niamh McGee has helped a client discover £24,000 pension funds for a client who thought he had no retirement provision at all.

McGee, who was reviewing the client's investment ISA, asked him about pensions but he said he did not think he had any. As the client had been employed for all his working life, she asked if she could investigate it and found two previous employers had pension funds in his name. One had £3,500 which came from employment in 1990 and a second £20,500 pot was from employment in 2003. McGee said the client was over the moon and stressed how important it is that advisers should not only support wealthier clients but also your' average Joe' savers as more often than not, they too need finan...

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