Older workers should consider deferring their state pension to avoid paying thousands of pounds in tax. Many over-65s still working are needlessly paying tax by drawing the state pension. In 2017, around 1.1 million workers were aged 65 and over and 950,000 of them were in receipt of their state
We absolutely delighted to announce that Frank Harewood has today completed the arduous task of completing all of the required qualifications and criteria to become our latest Fellow of the Personal Finance Society (FPFS). Well done Frank, we are all proud of you.
Congratulations to Frank Harewood who has passed his professional examination ER1 (Equity Release). Well done Frank, we are all proud of you and AVT now have 8 advisers qualified to advise on Equity Release and we are members of the Equity Release Council.
“Well done to Francesca Rose who has passed RO4 Pension Planning examination whilst on maternity leave! Great news Fran, we are all proud of you and look forward to your return to the team”
We are all delighted that Louise Baughan (Senior Adviser) has passed the Chartered Insurance Institute examination J10 (Discretionary Investment Management). Louise is closing in fast on Chartered status. Well done Louise, we are proud of you.