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

FCA data reveals 'notable advice gap' in drawdown

FCA data reveals 'notable advice gap' in drawdown

Almost half of pots entering drawdown now do so without regulated advice

Sophia Panayi
clock 24 September 2026 • 2 min read
Self-employed face retirement saving 'obstacle course'

Self-employed face retirement saving 'obstacle course'

‘Structural gap’ in participation between employees and self-employed

Martin Richmond
clock 22 September 2026 • 4 min read
Guaranteed income integration critical to guided retirement success

Guaranteed income integration critical to guided retirement success

Research finds annuitisation rates of 55% to 60% are possible without compulsion

Jonathan Stapleton
clock 16 September 2026 • 5 min read