Retirement & Later Life Specialist of the Year

 

Can you demonstrate superior ability in the provision of Retirement and Later Life Advice?

Eligibility
  • Practising financial planners

  • FCA authorised to provide investment advice

  • Full members of the Personal Finance Society

  • Members of the PFS Board and advisers with ongoing disciplinary actions against them are excluded from entering the Awards.

Judging

2 stage judging process designed to enable you to demonstrate the range of knowledge and skills necessary to give clients accurate, clear, effective and highly professional specialist advice in retirement and later life planning.

 

Stage 1

  • Complete entry form

  • When assessing the submission the judges will be looking for evidence of the following:

    • Examples of how you became a specialist in providing retirement and later life advice (specialist qualifications, training, experience or skills)

    • How you maintain and develop your specialist professional knowledge and skills (specialist training or CPD undertaken etc)

    • How your specialist knowledge or skills benefits client outcomes (survey findings / testimonials etc)

    • How your commitment to high standards of professionalism and the code of ethics influences your business practices

    • How you invest in the future of your profession, either through pro bono work, professional connections or training / supporting others

Stage 2

 

  • Shortlist of entrants invited to complete hypothetical specialist retirement and later life advice case study, independently authored and judged by technical specialists Technical Connection. The ultimate winner demonstrate a passion for their profession and the specialist nature of the advice they provide.

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