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...

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

News editor's view: Four big stories and a few hard truths

News editor's view: Four big stories and a few hard truths

The news editor's Friday Night Takeaway from 16 October

Isabel Baxter
clock 16 October 2026 • 2 min read
Feel Good Friday: National Pension Tracing Day launches 2026 campaign with first-ever public awareness event

Feel Good Friday: National Pension Tracing Day launches 2026 campaign with first-ever public awareness event

Secondsight leads campaign

Professional Adviser
clock 16 October 2026 • 1 min read
Andrew Goodwin: Five steps towards advice for everyone

Andrew Goodwin: Five steps towards advice for everyone

Long-term hopes for financial advice

Andrew Goodwin
clock 15 October 2026 • 5 min read