Great News! – I’ve Achieved The Pension Transfer Gold Standard Award
It’s not every day you receive an email titled: “Congratulations, you’ve become one of the few Independent Financial Advisers in the UK to have attained the Pension Transfer Gold Standard”
But that’s exactly what I received this morning!
On Thursday (30th May 2019), the Personal Finance Society confirmed that I can now display this highest gold standard for my ongoing expertise and professional in this focused area of pension transfer advice. I am delighted to become one of the first advisers to be able to display this logo and promote the importance of obtaining expert advice in this crucial area of financial planning.
To achieve and maintain this gold standard, you have to be committed too and adopt 9 key principles when providing advise to clients on pension transfers. To find out more about the Gold Standard please visit the Personal Finance Society website
It’s always nice to achieve such an award and be recognised for the high standard of expertise and professionalism it takes to become one of the top IFAs in the country.
A very big thank to my all my special clients, who encourage and inspire me to reach these high standards.