State Pension Top-Ups: A Strategic Marketing Opportunity for UK Financial Advisers

Published: 6 August 2025

Executive Summary

Recent research reveals that one in four people over state pension age remain unaware that they could boost their State Pension by filling gaps in their National Insurance (NI) record. With only the last six tax years available for backdating voluntary contributions, this presents a timely opportunity for advisers to demonstrate value and strengthen client relationships.

Complete Guide to Event Marketing and Webinars for Financial Advisers

The Strategic Power of Events and Webinars in Financial Services

As a financial adviser, you’re navigating an increasingly competitive landscape where building trust and demonstrating expertise are paramount. Event marketing and webinars offer powerful tools to achieve these goals whilst ensuring full compliance with regulatory requirements. Whether you’re hosting in-person seminars, participating in industry expos, or delivering targeted webinars, these strategies can differentiate your firm, strengthen your brand, and position you as a thought leader within your niche.

Lead Generation Campaigns: A Strategic Approach to Growing Your Financial Advisory Business

Introduction: Understanding Financial Services Marketing

As a financial adviser, you understand the importance of attracting new clients to sustain and grow your business. One of the most effective ways to achieve this is through well-designed lead generation campaigns. Lead generation refers to the process of attracting and converting potential clients (leads) into prospects and, eventually, customers. When implemented correctly, lead generation campaigns can significantly boost your client base, create a strong brand identity, and help differentiate your firm from competitors.