One of the founders of LMS Partners, an investments and retirement planning business, is now a pension transfer specialist after achieving a qualification with the Chartered Insurance Institute.
Christina Skelly, who is a director and chartered financial planner at the Douglas-based company, recently passed the AF7 Pension Transfer examination to achieve the Certificate in Pension Transfers.
Steve Locking, managing director of LMS Partners, congratulated Ms Skelly on her achievement.
He said: ’While 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.
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’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.’
Ms Skelly 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.
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’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,
LMS Partners began trading just over two years ago shortly after being formed by Mr Locking, Ms Skelly and Kathy Mitchell.
After its first two years the business currently has assets under advice totalling £65million.
As reported in business news in the Isle of Man Examiner, LMS Partners recently appointed Mrs Mitchell as director. This was following her recent success in attaining the Level 6 Chartered Institute For Securities & Investment Diploma in Investment Compliance. LMS Partners is based in Athol Street, Douglas.
We also reported on a recent celebration of the firm’s second birthday.