Exam success

Following the recent pension changes introduced by the Government I am pleased to announce that Andy Gait is one of the first financial advisers to pass the new ‘Pension Update’ examination introduced by the Chartered Insurance Institute (CII).

Andy now holds all of the pension qualifications examined by the CII; in particular he holds the Advanced Pensions qualification allowing him to provide advice on pension transfers and safeguarded rights.

We are also pleased to announce that our senior manager Hollie Coomer is now authorised by our regulator, the Financial Conduct Authority (FCA), as a Pension Transfer Specialist. This is a credit to Hollie’s technical knowledge and examination success and she will now be responsible for checking that our pension transfer advice meets the requirements of the FCA.

Well done to both