March 16th, 2016

The Three Amigos Pension Success!

We are very pleased to announce that three of our financial planning consultants recently received notification that they have all passed their AwPETR exam – a Level 6 Award in Pension Transfers which effectively gives them a ‘Pension Specialist’ status.  This qualification, once assessed as competent, allows the consultants to give advice in a very complex area of financial services ensuring that clients receive the best possible advice applicable to their individual situation in order to meet their retirement needs.

Following recent changes to pension legislation, access to high quality and appropriate pensions advice, both generally and specifically relating to transfers, is becoming more important than ever.  Effective pension transfer advice is driven by an enhanced appreciation of client needs, detailed analysis and evaluation of data and comprehensive knowledge of both the transfer options available and their implications.

Dale Gough, Edward Dalley and Laura Evans studied very hard to complete the coursework and examination and, as you can imagine, the Prosser Knowles team were ecstatic to hear the news.

Prosser Knowles Associates Limited actively encourage all members of the team; whether they are a Client Services Team Member, a Financial Planning Consultant, Management or a Director, to complete industry specific examinations to better their knowledge and therefore provide our clients with the best service possible.

To request a call back from one of our advisers, please click here.

Written by: Kay Crooke – Practice Manager, Prosser Knowles Associates Limited

Prosser Knowles Associates Limited is Authorised & Regulated by the Financial Conduct Authority. The value of your investment can go down as well as up and you may not get back the full amount invested. The Financial Conduct Authority does not regulate Taxation and Trusts. The information in this document does not constitute advice or a recommendation for any product and you should not make any decisions on the basis of it.  Your home may be repossessed if you do not keep up repayments on your mortgage.

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