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

Pension first or last? What the numbers really tell us

Pension first or last? What the numbers really tell us

'Focusing solely on reducing the pension before death can increase lifetime tax'

Joshua Croft
clock 28 August 2026 • 4 min read
IHT on pensions: New thinking on taking income in retirement?

IHT on pensions: New thinking on taking income in retirement?

‘This has undoubtedly had a huge impact on planning for many clients’

Lisa Webster
clock 26 August 2026 • 3 min read
Advisers place focus on retirement support as providers lack 'meaningful' engagement

Advisers place focus on retirement support as providers lack 'meaningful' engagement

People’s Pension poll shows 54% of IFAs say providers struggle to create ‘meaningful’ engagement

Martin Richmond
clock 19 August 2026 • 3 min read