Lms Partners Follows Uk Standard On Pension Transfer Advice
Christina, one of the founders of LMS Partners, is now a pension transfer specialist after achieving a Chartered Insurance Institute qualification.
Christina Skelly, who is a Director and Chartered Financial Planner passed the AF7 Pension Transfer examination to achieve the Certificate in Pension Transfers. Her success forms part of the company’s ongoing drive to follow Isle of Man regulatory requirements, and UK best practice.
Steve Locking, Managing Director of LMS Partners, congratulated Christina on her achievement, and commented: “Whilst Christina has been a Chartered Financial Planner since 2014, industry changes have resulted in new qualifications being available to allow advisers to continue their professional development. The Chartered Insurance Institute qualification is relatively new and demonstrates her commitment to professional development and acquiring further technical ability. It also means that Christina can now add pension transfer specialist to her repertoire which is great news for the business and our valued customers.”
Christina said: “At LMS Partners we believe in being proactive to ensure our clients receive the in-depth knowledge and practical skills needed to advise on the transfer of safeguarded benefits. As such, we strive to ensure our level of professionalism and qualifications match the requirements as set out by the UK Financial Conduct Authority, and we are ahead of a number of our competitors in this regard. It is very important to me as a trusted adviser to ensure the advice I provide to my clients is based on me having the appropriate knowledge and expertise required, and to achieve this by gaining relevant qualifications and ongoing relevant continued professional development in this area. I am therefore delighted to have achieved this qualification to endorse my commitment to this specific area of financial advice. Steve Locking also holds an equivalent Level 6 Pension Transfer Qualification, so LMS Partners are now very well positioned to guide clients in this very technical area of advice.”
LMS Partners began trading just over two years ago shortly after being formed by Steve Locking, Christina Skelly, and Kathy Mitchell. After a successful first two years the business currently has assets under advice totalling £65million.
LMS Partners recently appointed Kathy Mitchell as Director following her recent success in attaining the Level 6 Chartered Institute For Securities &Investment Diploma in Investment Compliance.