This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
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.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
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.
At GS Group, we help you achieve your objectives. We advise and create a plan for your financial future, whilst giving you the confidence to face any future challenges you may encounter.
2.Create a plan
3.Deal with challenges
"My role is to help you plan, so that you can build your wealth to create the retirement that you want, then withdraw income to help you achieve your objectives and finally create a plan to pass money to your family tax efficiently in the event of your death."
Please note that your calls will be taken by my staff in Perth and directed to me.
Tackle problems and create a plan.
1. Understand what options you have at retirement.
2. Help you take income from your pension.
3. Should you combine existing pensions.
4. How to save for retirement.
Deal with challenges:
1. How do you manage money when taking income.
2. What to do when the market falls.
3. How to leave your wealth to family members tax efficiently.
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for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.