More exam success - 2009-06-29



We are delighted to announce that Henry Gaskin successfully passed the Chartered Insurance Institutes J05 Diploma paper on Pension Income Options. This follows his success last year with the Pension Funding options exam and means he is well on the way to acheiving the full Diploma status.

Henry commented "The exam was challenging as it required an in-depth knowledge of all of the sophisticated options with regards to drawing pension income and benefits as well as a detailed understanding of how these interact with the UK tax system. I am pleased to have passed, particularly given that we had a two-week old son at home when I sat the exam and therefore sleep was at a premium! These exams help to reinforce our commitment to delivering a high standard of professionalism and high quality advice to our clients and I look forward to completing the full diploma over the coming months."