Things clients say #2

clock

Kusal Ariyawansa, of Appleton Gerrard, was shocked when a client declared he had found £60,000 in a drawer.

One of the most unexpected things a client told me recently was that, as he was in clearing and sorting through his belongings in preparation for a house move, he found an old pension policy screwed up in the back of a drawer. It dated from 1989. This client, who has been with me for years, is a retired consultant doctor and, as such, is not short of money. He had not noticed the £160 that had been leaking from his account every month since then, but the policy had accrued £60,000 since it was set up 23 years ago. He had completely forgotten the conversation with the doorstep sales...

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

'Nobody is big enough not to be bought'

'Nobody is big enough not to be bought'

Roderic Rennison on the future of deals in the advice industry

Isabel Baxter
clock 20 March 2026 • 1 min read
PA Awards 2026: Photos from the night

PA Awards 2026: Photos from the night

Celebrating the advice profession's best

Professional Adviser
clock 20 March 2026 • 1 min read
Feel Good Friday: PA Awards attendees raise £15,000 for Go Beyond

Feel Good Friday: PA Awards attendees raise £15,000 for Go Beyond

Best amount ever raised

Professional Adviser
clock 20 March 2026 • 1 min read