Hurstwood Financial Planning
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 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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
This examination assesses a knowledge and understanding of financial protection plans.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
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.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement
Perhaps you are at the start of your financial planning journey and want to put the building blocks in place.
You might be thinking about the best way to plan and save for a specific purpose such as your children’s education.
Perhaps you are thinking about your future retirement and have the opportunity to plan ahead… what do you want retirement to look like?
Are you thinking about retiring and want to review your existing arrangements and find out if you can afford to and live your dreams.
Whatever your goal I’m passionate about helping you to reach your full potential.
We offer services in Financial Planning, Retirement Planning, Tax Planning and Investments.
Paula started Hurstwood Financial Planning to provide a professional and personalised service to help people reach their financial goals and to live their best life.
Paula has worked in financial services for over 25 years, has the Diploma in Financial Planning and is a member of the Personal Finance Society.
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