This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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.
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assessed specialist supervisory knowledge and skills in the regulatory environment.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
This examination assesses a knowledge and understanding of financial protection plans.
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.
Associate members will have passed the institute's level 4 appropriate examination or transitional diploma examination.
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
We provide the financial framework you'll need to stay in control of your planning throughout your life. The path to financial security isn't an easy one to walk on your own. We listen to you and understand your aspirations. Then we’ll help make them happen by explaining all the options available, enabling you to make an informed decision.
We offer a range of financial services including investment advice, wealth management, retirement planning, tax planning and intergenerational financial planning through the use of Trusts and tax planning tools. We offer advice to individuals and businesses.
Wellington Way, Brooklands Business Park, Weybridge, Surrey, KT13 0TT
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