We are delighted that Rob Neary has passed the professional examination RO2 – Investment Principals & Risk. Congratulations to Rob from all at AV Trinity – now on to the next exam Rob….
Our MD Louise Morris completed the final examination and is now our latest Fellow of The Personal Finance Society. Well done Louise, now one of only about 2000 advisers in the UK who have achieved this level of professionalism. We are all proud of you.
Congratulations to our MD Louise Morris who has passed yet another Chartered Insurance Institute examination – LP2 (Financial services products & solutions) Well done Lou from all of your colleagues at AVT
Banks, building societies & credit unions If the firm failed after 1 Jan 2017 and you hold money with a UK-authorised bank, building society or credit union that fails, the FSCS will automatically compensate you. But be aware that this is per banking licence and some financial institutions share one
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