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

SFO secures six-figure confiscation order against Axiom Legal Financing fraudster

SFO secures six-figure confiscation order against Axiom Legal Financing fraudster

David Kennedy is currently serving an eight-year prison sentence

Sahar Nazir
clock 22 December 2025 • 1 min read
Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

Higher proof-of-value demands and operational challenges keep private markets on margins of UK advice portfolios

Sahar Nazir
clock 19 December 2025 • 9 min read
Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

Business development exec Lawrence Patrick joined charity The Mehiel Foundation

Professional Adviser
clock 19 December 2025 • 1 min read