I am delighted to have been announced as a Finalist in the ‘Retirement and Later Life Specialist of the Year’ category of the Personal Finance Awards, as organised by the Personal Finance Society.
The Personal Finance Society is part of the Chartered Insurance Institute (CII) which exists to promote higher standards of integrity, technical competence and business capability.
With over 112,000 members in more than 150 countries, the CII is the world’s largest professional body dedicated to insurance and financial services.
To be announced as a Finalist in these prestigious awards is in recognition of my specialism in working with retirees and helping them plan successfully for their retirement. Having submitted a complex case study for rigorous assessment by an expert panel of judges, I will discover whether I have been successful at an awards dinner on the 22nd of November 2018.