Principle 4 Pension Transfer Advice Specialist Qualified
Published / Last Updated on 07/06/2019
We are required, as Pension Transfer Specialists, to ensure the most appropriate and updated technical skills are applied.
The minimum level of qualification is level 4 (equivalent 1st year degree)
Our advisers are level 6 qualified, 1st Class Honours degree equivalent, Chartered Financial Planners (the same professional education/qualification level as Chartered Accountants and Solicitors)
All our advisers are Fellows and/or Associates of either or both
- The Chartered Insurance Institute
- The Personal Finance Society and are
- Registered with the Financial Conduct Authority as being Pension Transfer Specialists with advanced pension qualifications
All advisers complete a minimum, on average, of around 200 hours per year Continous Professional Development (study, workshops, exams and keeping up to date) as well as focussing many of those hours on pensions.
