Age Partnership
22nd October 2018
A Retirement Income Service that is specially designed to help you get the best income from your pension savings.
We can advise you on
-
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
Meet our advisers
Robert Bamford
Financial Planner
Qualifications & Accreditations
CF6 - Certificate in Mortgage Advice (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
R08 - Pensions Update Programme
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R03 - Personal Taxation (CII)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Katie Jenkins
Financial Adviser
Qualifications & Accreditations
R08 - Pensions Update Programme
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R03 - Personal Taxation (CII)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Shabab Gulfraz
Financial Planner
Qualifications & Accreditations
J10 - Discretionary Investment Management (CII)
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
J02 - Trusts (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
AF3 - Pension Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R03 - Personal Taxation (CII)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
Accreditations
Karl Horsfield
Financial Adviser
Qualifications & Accreditations
DipFA - Diploma for Financial Advisers (LIBF)
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
Luke Mason
Senior Financial Advisor
Qualifications & Accreditations
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R03 - Personal Taxation (CII)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
CF8 - Certificate in Long-Term Care Insurance (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
R08 - Pensions Update Programme
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
AF3 - Pension Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
Accreditations
Ben Raw
Financial Adviser
Qualifications & Accreditations
R08 - Pensions Update Programme
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
DipFA - Diploma for Financial Advisers (LIBF)
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
CeRER - Certificate in Regulated Equity Release (LIBF)
This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Accreditations
What our clients say
I felt it was time to consider how well my pension pot was developing and to get some sound advice regarding making the most of my savings. I contacted several pension advice companies.
After carefully considering the advice from the various companies, I opted to work with 'Age Partnership'. They are professional, knowledgeable and their fees structure is fair and easy to understand. I am confident that ours will be a long and fruitful relationship.
Great service for your pension.
I had everything explained and they took great care to ensure that I understood every decision I took. Nothing was too much trouble. All the paperwork was very clear and always followed up with a personal phone call.
Very helpful clear advice which made a big difference to the pension I recieve.
Age Partnership searched through the many pension providers and found me the best possible return on my pension pot, a far better return than I would have had had I stayed with my original investment company. In my experience they provide a very fast, efficient and friendly service.
Where to find us
Age Partnership Ltd, 2200 Century Way, Thorpe Park, West Yorkshire, Leeds, LS15 8ZB
Contact usAbout us
As a multi-award winning retirement income specialist, we’re perfectly placed to help you make the most out of your pension.
Our service aims to get you up to 40% more pension income* in retirement, thanks to our ability to shop around on your behalf. And by offering a range of retirement income options, whether you’re looking for a guaranteed regular income or flexible access to your pension, we’ll be happy to help.
For those customers looking for a broader range of retirement-income options, we also provide mortgage and equity release services.
As finalists at the UK Customer Experience Awards in 2016 and rated ‘Exceptional’ by Investor in Customers, you can rest assured that our customers come first every step of the way.
* Based on an enhanced annuity vs. a standard lifetime annuity. Source: Moneywise.
Our services
When you decide to take an income from your pension savings, our friendly team are here to help guide or advise you get the right pension income for you to enjoy, during your retirement. We can help you with the following:
* Accessing your pension savings – either saved personally or through your employer;
* Shopping around to see if we can find you a better income than that offered by your existing pension provider;
* Final-salary pension schemes benefits and their alternatives;
* Supplementing your retirement income with equity release if you’re a homeowner.
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