Abacus Associates Financial Services Limited
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
Abacus Advisers are a Whole of Market Independent Advice firm that is highly regarded by the FCA as what good looks like in terms of advice standards, client support and documentation.
You will get a genuine honest appraisal of your circumstances covering all aspects of advice in areas such as Investments, Pensions including Transfers, Tax Planning, Estate Planning, Life Assurance, Funeral Planning, Long Term Care, Wills, Property Trusts, Regular Savings and General Insurance
All advice given is protected by the Financial Services Compensation Scheme and the Financial Obudsman Scheme. All advice is also covered by the firm’s Professional Indemnity insurance.
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