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 various pension products, the pension tax regime and retirement needs.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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 examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
Our goal is simple: to help you live the life you want, without having to worry about money.
How do we do that? By providing High quality, independent financial advice, to clients across Yorkshire and Derbyshire.
We help three groups of people plan their financial future, and solve their financial worries:
Fortysomethings: With competing calls on your money, we will help you plan for the future, whilst ensuring you can enjoy life today.
People 5 – 10 years from retirement: Your mind will be increasingly focused on retirement. We will help you plan carefully for this stage of your life.
People retiring now: We will show you how to turn your pension plans into sustainable income for life, whilst leaving something behind for your loved ones.
In many ways, we are just like you: Straight talking, down to earth, but wanting the best out of life. Our independent financial advice will help you get just that.
We are local to you. And will make the effort to meet with you in your home, place or work, or somewhere else convenient for you.
Working with us, you can be confident your financial future is in safe hands.
By listening carefully, we can fully understand your financial concerns and future objectives. When we've done that, we produce a financial plan, which we guarantee to explain in plain English.
We know out clients want us to ‘tell it to them straight,’ whether it’s good or bad news.
You can rely on us to do just that.
Making the complex, simple:
Pensions and investments can be very complicated. You can rely on us to translate the complex stuff, so that you can understand it. Our clients tell us that this sets us apart from other advisers.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.