Acorn Financial Planning Ltd
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.
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.
Acorn Financial Planning Ltd have been established in Cheltenham for over 19 years. We have Corporate and Individual Clients throughout the UK.
The Directors and Managers have worked in Pensions for our entire working lives - an average of over 30 years each of combined experience - and all have a strong administrative and technical background.
Both Directors are CII Chartered Insurance Practitioners and have been for many years.
WE ALWAYS WELCOME ENQUIRIES FROM PROSPECTIVE NEW INDIVIDUAL OR CORPORATE CLIENTS.
We specialise in all aspects of Pension, & Retirement Planning for both Companies & individuals.
Companies - We can help ensure you comply with Qualifying Work Place Pension Legislation. We offer a fully bespoke solution up to and beyond Auto Enrolment, including ongoing administration of your Work Place Pension, so that you can concentrate on running your Business.
Individual Clients - Pension Planning (up to your Retirement), Retirement Planning (how to utilise your Pensions and Investments most efficiently post Retirement) Stocks and Shares NISA's, Investment Bonds, Unit Trusts, WRAP / Platform based Investments, Life Assurance, Income Protection.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice
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Face to face
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