Huge Congratulations to Bethan who has just passed the R04 Pensions Paper from the Chartered Insurance Institute (CII).
Beth had been studying for this tough Pensions exam over the past few months and managed to bag a successful pass on the first attempt which is no mean feat. Trust me – this was the one that I actually failed first time!
The paper tested Bethan’s knowledge in Annual and Lifetime Allowances, ‘A-Day’ rules, Pension Legislation, Taxation, Investment, Contribution Rules and so much more.
This means that Beth now has just one more big CII exam to pass before holding the full Financial Planning Diploma Qualification which is the entry level requirement to become a Financial Planner.
We are so excited about Beth’s meteoric progress over the past two and a half years since she joined us for a new career – coming from the NHS. Beth is now ‘part of the furniture’ at Thomas and Thomas and we would be lost without her.
The future looks very bright with both Bethan and Katy growing more and more qualified and experienced…….. I’m just ever so slightly proud of them both……. but don’t tell anyone!
Well done again Beth…….keep going!