There are eight categories in the 2009 Money Management Financial Planner of the Year Awards.
To enter any given category, you need to complete the case study scenario given below. Simply open the links to access a printable pdf version of the case study.
Remember – to qualify for the main £5,000 prize you need to enter at least three categories.
Full instructions are available in the ‘How to Enter’ link below.
Case Study 1- Investment Companies Planner of the Year
Case Study 2 - Pre-Retirement Planner of the Year
Case Study 3 - Cautious Investment Planner of the Year
Case Study 4 - Income Drawdown Planner of the Year
Case Study 5 - Wealth Management Planner of the Year
Case Study 6 - Inheritance Tax Planner of the Year
Case Study 7 - Multi-Manager Planner of the Year
Case Study 8 - Investment Management Planner of the Year