Simon Prestcote, Chartered Wealth Manager passes pension update exam

Friday 20 November, 2015

Simon Prestcote, a Chartered Wealth Manager in our Barnet, North London office has become the latest Lonsdale Independent Financial Adviser to pass the Chartered Institute of Insurance (RO8) Pensions Update examination.

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'

Earlier this year Steve Cook, Richard Porter, Simon Armstrong and Simon Hawker from our St Albans Office in Hertfordshire, Daniel Stansall from our North London Office, Allan Ross from our Ware Office, Deb Nolan from our Leeds Office and Neil Homer from our Stafford passed the RO8 examination.

Simon Prestcote, Chartered Wealth Manager said: ‘We’re meeting clients that want assistance with retirement planning so they can calculate their pension requirements. It’s essential we have this qualification and we’re up to date with the latest pension changes so we can offer our clients the best possible pension advice.

Please be aware the value of investments can fall as well as rise. You may not get back what you invest.

Read more about Retirement Planning.

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