Cormorant Partnership LLP
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
Founded in 2008, Cormorant Partnership is an Independent firm of financial advisers based in the City of London servicing clients across London and the South East.
Our reputation has been built through years of attentive holistic financial planning for our clients. As a client, you can expect to receive impartial advise over a full spectrum of your financial needs and be provided clarity on your financial situation, your present and future goals and the ways and means to achieve them.
Having been founded as a response to a small group of clients with a desire to have one trusted adviser, we have kept this as our ethos as we have grown since 2008. A client working with Cormorant will expect to have a dedicated adviser with which to build a trusted partnership.
Our advisers cover all areas of investments and financial planning. Our specialisms are:
Investment Advice
General tax planning
Inheritance tax planning
Estate Planning
Pension Planning (incl SIPPs / SSAS)
Protection
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
Cormorant Partnership LLP is a limited liability partnership registered in England and Wales.
Cormorant Partnership LLP is authorised and regulated by the Financial Conduct Authority (FCA).
The Firm Reference Number is: 488257
The registered address of Cormorant Partnership LLP is: 28 Throgmorton Street, London, EC2N 2AN.
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