Retirement & Later Life Advice Specialist of the Year Application Form

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Retirement & Later Life Advice Specialist of the Year Application Form

Eligibility

  • Practising financial planners
  • FCA authorised to provide investment advice
  • Full members of the Personal Finance Society
  • Members of the Personal Finance Society Board and advisers with ongoing disciplinary actions against them are excluded from entering the Awards

 

Eligibility

How Did You Hear About the Event?

Please select all that apply:

Before submitting your application, click here to see what the judges will be looking for and scoring you on in stage one.

Why you should win

Please note that any characters over the prescribed character count for each question will not be considered. Character counts can be found by hovering over the "i" symbol next to each question.

Please tell us why and how you became a retirement and later life advice specialist (you may wish to provide an overview of any specialist qualifications, training, accreditations, skills, processes or other achievements).

Please tell us why you are passionate about retirement and later life advice and why you think you deserve the accolade Retirement and Later Life Advice Specialist of the Year.

Please tell us how you maintain and develop your retirement and later life advice professional knowledge and skills, including recent examples.

Please tell us how your specialist knowledge and skills in retirement and later life advice are helping to improve the outcomes for your clients (you may want to include a brief example/case study, survey findings or client testimonials).

Please tell us how you are using your specialist knowledge and skills to improve consumer trust in the profession and/or educate/inspire the next generation of personal finance professionals (you may want to include examples of any blogs, mentoring or pro bono work you are involved with).

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Summary of Application

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Thank you for submitting your application for Retirement & Later Life Advice Specialist of the Year.

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You can log in and amend your application until 07/07/2025. You will be notified of the outcome of your application week commencing 28/07/2025.

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