AMG Wealth Solutions LLP
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 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 enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
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.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
If you are looking for help in understanding your pensions and investments then we can support you at AMG Wealth Solutions.
Based in Rhiwbina, Cardiff we have a team of Financial Advisers who are able to guide you in achieving your needs and objectives.
We’ll carry out a detailed analysis of your personal circumstances and then advise you to the right customer outcomes.
We hold special permissions from our regulator the FCA to advise clients who are deferred members of Defined Benefits/Final Salary schemes.
Our independent status means we’re able to impartially assess each and every product on the market, ensuring you’ll get the best possible deal, whatever your requirements.
Furthermore, as independent financial advisers we have the expertise to ensure that you achieve your goals.
We have considerable experience in helping clients understand their finances and achieving better outcomes for themselves. We hold special permissions from our regulator the FCA to advise clients who are deferred members of Defined Benefits/Final Salary Pension Schemes. We pride ourselves in giving impartial independent advice and a high level of service on an ongoing basis.
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