To win our Quarterly Recognition Award a member of staff can be nominated by anyone in either our Support Team or Adviser Team. The quarter January to March 2019 saw Paraplanner, Lily Jackson being nominated for and winning this award.
Lily does a lot of work on complex pension cases. This involves a tremendous amount of work, attention to detail, knowledge and accuracy as the reports Lily works on often contain more than 40 pages, and reports are only part of the process. Lily works along-side our Financial Advisers who provide financial advice local to Sutton Coldfield and the wider Midlands region.
“It is lovely to receive this recognition.” Says Lily. “There is a great deal of work that goes on behind the scenes, especially on some of the pension cases which can be very complicated. Although the reports are very challenging and time consuming, it is rewarding knowing that you are helping clients to ensure they are using their pension provision in the right way to achieve their retirement goals”.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.