Well done on passing the Pension Update (R08) exam to Phil, Vanessa and Kay!
Pensions and retirement planning are a complex area of financial planning with many different rules and regulations. The announcement and subsequent introduction of Pension Freedoms in April 2015 has meant that there have been significant changes to pension legislation.
This qualification will ensure that Springfield Financial Services are thoroughly up to date with all the changes and how they impact on client circumstances. Clients can be assured that we have the technical knowledge and experience to provide advice on retirement planning, pension transfers and retirement options.