Another string to your bow: Financial advisers as business strategists

Another string to your bow: Financial advisers as business strategists

clock • 3 min read

Finally, some positive RDR after effects are being felt, writes Whitehall Group director Richard Mattison…

A lot has been written over the past 15 or so months about the negative impacts of the RDR. However, there are signs that some of the benefits of its original intentions are starting to emerge. With the increased confidence that comes with enhanced professional qualifications, and a drive towards fee-earning consultancy work, advisers (and providers) are spotting opportunities to become very closely involved in clients' business development. Indeed, clients are turning to advisers for guidance on business strategy, notably fund raising and tax planning. As pension administrators, t...

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

MPs warned against changes to salary sacrifice pensions

MPs warned against changes to salary sacrifice pensions

SPP says scrapping salary sacrifice would lead to reduction in employees’ take home pay

Martin Richmond
clock 07 November 2025 • 4 min read
'It's a real fee-souper': Why clearing the fog on SIPP charges is now a strategic necessity

'It's a real fee-souper': Why clearing the fog on SIPP charges is now a strategic necessity

'Selecting a SIPP provider should require a strategic inquiry into their fee structures'

James Floyd
clock 05 November 2025 • 4 min read
HMRC repays £48.5m in overpaid pensions tax in third quarter of 2025

HMRC repays £48.5m in overpaid pensions tax in third quarter of 2025

Analysis finds savers have recouped more than £1.5bn since 2015 introduction of pension freedoms

Martin Richmond
clock 03 November 2025 • 4 min read