ClientView: My adviser saved my pension…and I'll never forget it

SAVIOUR

Nicola Brittain
clock • 5 min read

A client explains how his adviser's reservations about one particular provider wound up rescuing his life savings…

John Nixon, a 78-year-old dad-of-two, reveals how his adviser, Ian Williams, saved his pension and how this cemented a long-standing friendship founded on fishing and finance, good beer and fine wine. I have known Ian for more than 20 years. We met in 1990 when I was editor of the Sussex Business Times. Ian wrote a monthly column for us offering advice on pension planning. I chatted with him regularly on the telephone and we first met face-to-face when I popped over to pick up his column. I didn't know at that point that Ian would be responsible for saving my pension. I had never r...

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 Pensions

Labour scrapping higher rate pensions tax relief is 'politically unlikely'

Labour scrapping higher rate pensions tax relief is 'politically unlikely'

Despite being ‘potentially lucrative’

Isabel Baxter
clock 30 September 2024 • 4 min read
Failed Hartley Pensions clients face months-long SIPP transfer document delays

Failed Hartley Pensions clients face months-long SIPP transfer document delays

Frustrated client notes that communications were promised from April to June

Isabel Baxter
clock 29 August 2024 • 3 min read
British Steel pensions transfer advice debacle in numbers

British Steel pensions transfer advice debacle in numbers

‘The FCA continues to pursue those who gave poor advice’

Isabel Baxter
clock 29 July 2024 • 3 min read