Two of the Visionary Wealth Management team: Director Simon Hawker and Financial Adviser Richard Porter recently passed the Chartered Institute of Insurance (R08) Pensions Update examination. The CII Pensions Update Programme offers a complete continuing professional development solution to ensure Financial Advisers are up to speed with the new pension changes.
According to the Chartered Institute website ‘The QCF Level 4 Pensions Update Programme develops knowledge of recent pension reforms and understanding of how the changes impact at-retirement advice. Successful completion awards a pass in new unit (R08) Pensions update.'
Chris Wallace, Visionary Accountants' Managing Director said:' our wealth management team are always available to help our clients understand how the recent pension changes will affect their retirement. Our team will be presenting at our next breakfast briefing. To reserve your place please email firstname.lastname@example.org'