Lonsdale Services is amongst four national financial planning companies selected as a finalist for the Outstanding Customer Care Award at the Retirement Planner Awards, 2017. The winner will be announced on the 16th June at The Jumeirah Carlton Tower Hotel, London.
The Retirement Planner Awards are in their fourth year and according to The Professional Adviser website the awards aim to: ‘celebrate and promote excellence in the world of retirement planning – offering well-deserved recognition to intermediaries and providers who are at the forefront of dynamic and fresh ways to offer retirement planning and pensions advice services.’
To be considered for the Outstanding Customer Care award Lonsdale Services submitted a client case study from Deb Nolan one of our financial consultants. Deb Nolan was aware of how the tax-free cash pension legislation changed in 2006 so she advised a member of a money purchase occupational pension scheme that they could be due a financial entitlement in the form of scheme-specific tax-free cash protection. She explored this with the relevant pension provider, and her client was entitled to a significant tax free lump sum which saved them higher rate tax payments.
Simon Hawker, Managing Director of Lonsdale Services and independent financial adviser in St Albans said: ‘We are delighted to be nominated as a finalist in the Retirement Planner Awards, but this case study is just one example of the type of work our independent financial advisers always do for their clients. We work together to create a financial plan and help clients achieve their financial goals and objectives. Lonsdale Services has a client charter that details how all our financial consultants are committed to offering our clients the best possible independent financial advice and client service. We regularly survey our clients to ensure that we continue to provide the most appropriate independent financial advice and we publish our excellent client survey results on our website.’
