The Work and Pensions Select Committee is urging Government to move quickly to enable the creation of the UK’s first Collective Defined Contribution pension scheme, following the ground breaking agreement between Royal Mail and the Communication Workers Union. Defined benefit (DB) pensions schemes are in decline as employers seek to
Our pension technical expert and one of our Chartered Financial Planners, Julie Lavers, is quoted in this article in last weekend’s Sunday Times by Ruth Emery. It concerns the value of seeking financial advice and how we saved one of our clients a considerable amount of tax by claiming posthumous
Frank Harewood becomes AV Trinity’s 6th Chartered Financial Planner having completed two final examinations, He is also a Business Financial Planning Specialist. Well done Frank from all at AVT
Sarah Demmon, a Chartered Financial Planner here at AV Trinity has just achieved the status of Fellow Of The Personal Finance Society, their highest award and the third to achieve this award at AV Trinity. Well done Sarah, a fantastic award
Beth Wood who is part of the AVT Paraplanning team has passed AF5, the Advanced Diploma in Financial Planning – Well done Beth and not too far away from Chartered status now !!