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.
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 assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
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 assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
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 the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
Bournemouth Investments are a Wealth Management practice established in 2001 .
Our focus is to build, manage and protect our clients wealth.
Who do we work with?
• Financially focussed Individuals and their families who are coming up to retirement
• Financially focussed clients enjoying a healthy retirement who have capital to invest or need to improve their income stream from their investments.
• Referrals from existing clients
• Executives of large companies
• Business owners
• Trustees
• Solicitors and Accountants
We specialise in Investments and pensions advice with cashflow planning. Our investment process is different from many firms in the UK as our clients receive monthly email recommendations for fund changes with our Clever Adviser system. This process helps to increase returns over the medium to longer term and reduce investment volatility . We are known for our quality financial planning process leaving our clients more sure of their financial future and our mission is to have clients that are happy and confident of their future that will stay with us for their journey.
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