As part of their continuing professional development, the team at Audley regularly attend seminars and presentations to keep their knowledge up to date. As part of their goal of becoming a Chartered Firm, Alun Webster and Liam Martin sat the CII exam ‘AF7 – Pension transfers’ in October. While they were both already Pension Transfer Specialists holding the G60 qualification, they felt that having passed this exam over 15 years ago it was important to demonstrate their updated knowledge as there have been so many changes to pension legislation recently. They believe that this exam focusing on Final Salary Pension Transfers should be the industry standard for those advising in this area. We are pleased to announce they both passed this exam with flying colours and they are now a step closer to joining their colleague Adrian Douglas as Chartered Financial Planners.
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Audley AM