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.
GS Group's aim is to build a working relationship with you in order to guide you through your financial lfe and provide advice when you need it.
"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.
1. Helping clients find out and decide what to do with previous employer pensions including final salary pensions.
2. Helping clients who are unhappy with returns from savings accounts.
3. Offering a second opinion service on existing investments and pensions.
4. Providing help with inheritance tax planning
5. Reviewing life cover, critical illness and business protection.
96 Holburn Street, Aberdeenshire, Aberdeen, AB10 6BY
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