This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
This AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.
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 assesses a knowledge and understanding of financial protection plans.
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.
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 qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
We can help you to:
*plan for and achieve your ideal retirement;
*make the right choices in the pre-retirement stage;
*manage your pension and investment portfolios;
*pass on your assets effectively to your beneficiaries.
For expert, independent advice from a local professional adviser with over 20 years' experience, look no further.
Help our clients:
*overcome their worries and concerns;
*achieve their aims and objectives;
*cut through the reams of paperwork and financial jargon;
*take the hassle and fear factor away;
*to feel confident in the retirement planning process;
* keep on track with scheduled reviews.
11 Liverpool Road North, Burscough, Lancashire, Ormskirk, L40 5TN
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