Burlington Associates Ltd
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 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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assessed a knowledge and understanding of portfolio investment management.
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 investment products and the risks involved.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Burlington Associates has established a very good reputation within the City of London, which has helped forge excellent relationships with many specialist organisations to be able to provide holistic solutions to all situations. With extensive experience throughout the team.
Awards -
2016
Voted as one of the Top UK Financial Advisers and Wealth Manager by AdvisoryHQ
Corporate LiveWire Finance Award Winner
2015
Best Fee Based Financial Planning company in the UK (Wealth & Money Management Awards)
Voted as one of the Top 12 UK IFA's / Wealth Managers by AdvisoryHQ
For Individuals we offer Fee-Based Life-Time Cash Flow Planning (Financial Planning) or Traditional Transactional Services whilst Corporate clients are offered services ranging from Employee Advice to truly Flexible Benefit Packages, generally catering for businesses with 5 – 250 staff. We are particularly focused on assisting businesses with Auto Enrolment.
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