Congratulations to Alex Shaw, Gary Lumb and Andrew Troke, who have recently passed their Chartered Insurance Institute R08 Pension Update Exam.

Alex Shaw, Director, Gary Lumb and Andrew Troke, Wealth Management Consultants at Progeny Wealth have recently passed their Chartered Insurance Institute R08 Pensions Update exams.

“The CII Pensions Update Programme offers a complete continuing professional development solution that keeps Financial Planners, Paraplanners and those in related roles up to speed with the new pension freedoms.” – Chartered Insurance Institute

Designed as an essential update for Financial Planners, Paraplanners and those in related roles, this exam aims to develop knowledge and understanding of changes introduced by the Taxation of Pensions Act 2014, changes to the State pension provision from 6th April 2016 and the key factors to take into account when advising clients on their retirement income.

At Progeny Wealth, we are dedicated to providing our clients with advice of the highest quality. We work to continuously improve our understanding of the industry, in order to provide clients with the greatest value and wealth of knowledge.