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 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.
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 examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
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.
..Cranbourne Financial has been established since 1993 and has in excess of 75 years industry experience; we are based in the South East and mainly cover London and the Home Counties area. We advise on the full range of Financial Services and specialise in a number of areas, including pensions, investment, IHT and mortgages. Happy to arrange meetings at either our offices or at your home
At Cranbourne Financial we understand the importance of finding financial solutions for our clients through the different stages of their lives. Our approach is professional and friendly and we pride ourselves in offering a first rate service for all of our clients. We do this by building long-term relationships with our clients so that we can best understand their priorities and therefore make tailor-made recommendations.
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