This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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.
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.
Alliott Graham Brown is the financial planning arm of Alliotts Chartered Accountants and Business Advisors. Operating from offices in Guildford and Central London, we offer impartial advice on all aspects of financial planning.
Key areas are planning for retirement and, in association with our colleagues at Alliotts, Inheritance Tax mitigation. Both are particularly complex areas, where our expert advice and specialist knowledge will be invaluable.
With our cashflow forecasting software, we can help our clients to understand whether their current arrangements will allow them to meet their aspirations for the future and what changes might need to be made to achieve this. We can then provide on-going advice to help our clients achieve their goals.
To find out what to expect from your first meeting please visit our website.
We will always take time to ensure we understand exactly what you are looking to achieve, so that we can provide practical and effective financial planning solutions. Our aim is to offer flexible arrangements that will meet your needs both now and in the future.
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