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.
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 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.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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.
Financial Future Associates are a partnership with over 40 years combined experience in financial services. We offer a professional service covering all aspects of financial planning, but specialise in retirement and investment solutions. In particular, we are fully qualified and licensed to advise on occupational and final salary pension transfers. Our aim as independent financial advisers is to help you achieve your financial ambitions and solve any problems you might have. By providing quality, unbiased and impartial financial advice we aim to make a positive impact on your financial future. We are happy to see you in your own home or office for a free initial consultation to discuss your individual requirements.
Our clients choose us because we will spend the time needed to really understand the issues that they are concerned about and can provide impartial advice based on their unique circumstances.
Many of our clients have been amazed at the ways that this approach can help them and we are often able to come up with strategies which they would not previously have been aware of.
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