We have chosen to partner with Lifetime Connect, a professional services group that enables us to work closely with a number of other high-quality firms offering a wide range of services. The excellent relationship with our in-group law firm, for example, allows us to offer a fuller spectrum of services than a traditional wealth management firm would usually be able to, such as Wills & Probate and estate management services.
Quilter has become the financial services network of choice for over 3000 financial advisers and are a successful, strong financial and regulatory host for Trinity Lifetime Partners. Led by a highly accomplished and experienced management team, Quilter has the resources, the financial strength and a track record of success to deliver invaluable guidance and support.
The Pension Transfer Gold Standard
The Pension Transfer Gold Standard is a voluntary code of best practice for pension transfer advice, set up by the Personal Finance Society. Trinity decided to adopt the nine principles of the Gold Standard to help demonstrate that we go above and beyond when giving financial advice and are committed to working with the Personal Finance Society to ensure we stay that way.
The London Institute of Banking & Finance (LIBF) advances the financial services sector by providing outstanding education and building careers by equipping people with the skills and capability the sector demands, so they can perform more effectively and responsibly. This is why we work with them to help our advisers achieve Chartered status as their programme of learning material, exams and ongoing professional development is second to none. The LIBF helps us create an environment of highly qualified advisers who adhere to ethical working practices, expand their knowledge through annual Continuing Professional Development (CPD) and are at the top of their field.