Accudo Investments Limited

Independent Financial Adviser  Accudo House, Winchester, Hampshire, SO22 4BX
First meeting at adviser's own cost
Friendly and competent service to help you put your finances and investments in order and plan for a comfortable retirement.
We can advise you on
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Wealth management
Response rating
7.0/10
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FCA authorised
Last authorised 30th March 2020
Meet our advisers
Claire Novakovic
Director/ IFA

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 examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

Igor Novakovic
Director / I F A
About us

At Accudo Investments Ltd we offer a friendly, professional and personal service. We help people plan for retirement whether that be via Personal Pension Plans, making appropriate choices from the range of options available for Defined Benefit Final Salary Schemes (including transfers where suitable), ISA's or general investment portfolios and we pride ourselves on listening to your individual needs and objectives. We also help business owners and private individuals achieve higher returns on their cash via tax efficient and easily accessible investments.

Our services

Investment and Pension Advice
Authorised Final Salary Transfer Advice
Wealth Management (Advisory)
Retirement Planning
Business and Shareholder Protection
Financial Planning
Friendly and competent service

Where to find us

Accudo House, 89 St Ronans Road, Hampshire, Southsea, PO4 0PR

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 30th March 2020

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