From the Ed: Is 'selling' the lesser of two evils?

About two years ago, a retired ‘adviser’ invited me for lunch. He wanted to discuss today’s advisory market and compare it with his 1970s “heyday” (with Sun Alliance & London). I accepted.

Scott Sinclair
clock

About two years ago, a retired ‘adviser' invited me for lunch. He wanted to discuss today's advisory market and compare it with his 1970s "heyday" (with Sun Alliance & London). I accepted.

What followed was both odd (he insisted I wear a pair of his slippers in his Victoria apartment), and enlightening. We spent half an hour or so in his study, where he told me about his time at Sun Alliance. He was its stand-out salesman, no question. He had the certificates to prove it. He was proud of them. “I was the star,” he said. This man was no IFA, but, outside of the banks, you’d be hard-pressed to hear anyone in the industry speak in similar terms today, and especially not when in earshot of the FSA. The word selling has become taboo in financial services. A consequence of...

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

HMRC social media scam report email used just three times

HMRC social media scam report email used just three times

‘Dispiriting’ figure suggests public knowledge gap on fraud reporting

Jen Frost
clock 20 July 2026 • 5 min read
Feel Good Friday: Nine Edge Wealth sponsors young Scottish boxer

Feel Good Friday: Nine Edge Wealth sponsors young Scottish boxer

Sponsors Lara Brown

Professional Adviser
clock 17 July 2026 • 1 min read
Women's Wealth Alliance launches careers guide to attract more women to personal finance profession

Women's Wealth Alliance launches careers guide to attract more women to personal finance profession

Aimed at women at different stages of life and careers

Professional Adviser
clock 16 July 2026 • 3 min read