Congratulations to our Trainee Financial Planner, Jenna Huartson, who has recently passed two of her advanced pension exams.

Jenna has now successfully completed both J05 Pension Income Options and AF3 Pension Planning.

In order to pass Pension Income Options, Jenna has demonstrated that she has an understanding of pension crystallisation and the drawing of pension income via various options. Whereas for the Pension Planning, Jenna proved that she has the in depth financial planning skills required in relation to both personal and corporate pensions.

Jenna began her career with Springfield Financial Services in 2013 having started working for the financial planning arm of a local accountancy practice in 2011.

Having mastered Springfield’s administration processes, Jenna is now well on her way to becoming an authorised Financial Planner. As well as studying for her relevant professional examinations, Jenna regularly observes client meetings and undergoes one-to-one training with the firm’s experienced advisers.

Jenna is making excellent progress towards becoming a Chartered Financial Planner, with just one more examination required, which she intends to sit next year.

Jenna is a much-valued asset to the Springfield team and we are very proud of her continued success!