Exam success for Barnes Gladman!

Congratulations to Barnes Gladman on his exam success of recently completing the CII Advanced Unit AF8 on Retirement Income Planning. The unit was made up of 3 essay assignments between 2500 to 3000 words each. Provided with a case study and fact find, the assignments required analysis and evaluation of the client’s current financial arrangements, tax position, together with their short- and long-term objectives. Utilising all areas of financial planning, the final essay concluded with recommendations being made to achieve the client’s goals and objectives in retirement.

Each assignment was marked out of 100, with the pass mark being 50%. Candidates have 12 months to complete all 3 assignments.

Caroline Anstee, Managing Director at Anstee & Co. said-

“We are all very proud that Barnes has completed this very challenging unit. The knowledge gained is key when advising “at retirement” and “post-retirement” clients.  Barnes has done this all in his own time, while still supporting me and our clients. Well done and keep up the good work. Here is to more exam success!”

The CII’s explanation of the unit and its objectives.

Firstly, the objective of Retirement Income Planning (AF8) is to develop and demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement.

The growing complexities of planning in retirement have resulted in an increase in the number of people seeking advice, many of whom have no previous experience in the advice or investment market.

In response to this increased demand for advice and suitably focused qualifications, the Chartered Insurance Institute (CII), in consultation with the Financial Conduct Authority (FCA) and other relevant parties, has enhanced its offering for advisers who wish to become specialists in the at-retirement and post-retirement markets.

Barnes Gladman, Financial Designer Support said-

“Passing this unit (AF8) has awarded me 30 credits at the Advanced Level. To become a Chartered Financial Planner, which is my aim, I need to achieve 290 credits. I currently have 225 credits and require 65 more. Now that I have passed, I am looking at the Trusts module next, to develop my technical knowledge in this area.”

How Anstee & Co can help you with financial planning.

We are a firm of Independent Financial Advisers (IFA’s). This means that the financial advice we offer is unbiased. Our experience covers all aspects of financial planning including pensions, estate planning, investments, and mortgages.

So, if you feel that you would like to review your financial plans, then why not contact us today. The initial “getting to know you”, meeting at our expense and without obligation.

Our offices are located at-

• Kettering, Northamptonshire
• Stamford, Lincolnshire
• Towcester, Northamptonshire
• London, Central London

Due to the present government guidelines regarding COVID-19 (coronavirus) we are presently making use of video conferencing facilities such as-

• Zoom
• Microsoft Teams
• Skype
• Facetime

We can also arrange a conference telephone call. The choice is yours.

Finally, there is no need to visit an office as all work can be handled remotely.