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

Natwest and Santander latest banks planning to offer targeted support

Natwest and Santander latest banks planning to offer targeted support

Banking sector begins to dominate targeted support offerings

Sophia Panayi
clock 13 July 2026 • 1 min read
Friday Night Takeaway: It's the return of the banks

Friday Night Takeaway: It's the return of the banks

The news editor's Friday Night Takeaway from 10 July

Isabel Baxter
clock 10 July 2026 • 3 min read
Carla Brown on PFS/CII relationship reset and how chartered status is 'essential'

Carla Brown on PFS/CII relationship reset and how chartered status is 'essential'

PFS president and chair joins Professional Adviser in the studio

Professional Adviser
clock 10 July 2026 • 1 min read