This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses the knowledge and understanding of the UK regulation environment in the financial services industry together with various types of mortgage products and repayment options and the giving of mortgage advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
We provide a professional, full financial planning service specialising in pensions, savings and investments helping clients as they plan for retirement.
We will listen and tailor our service to suit your individual needs.
Acting with total trust and integrity in all our work with you. Being open, honest and transparent, our reputation is important to us and we will do what we say we will do.
Our Pledges to you:
1) Provide quality impartial advice, researching and advising from the whole of the market.
2) We will provide peace of mind in helping you reach your financial goals and aspirations.
3) Provide understanding and clarity for the important financial decisions you make.
4) We will deliver first class levels of customer service focussing on excellent outcomes for you.
5) We will strive to keep matters simple and jargon free.
6) Our overall aims in our service are to add and achieve positive value for you.
Our first meeting is free.
Being a fully independent ‘whole of market’ Independent Financial Adviser (IFA), we are committed to providing you with the best possible advice, service and support.
David Weatherall has 28+ years of financial services industry experience.
We provide straightforward independent financial advice you can trust.
We advise in all areas but specialise in pensions, savings and investments, and helping clients prepare for retirement and explore their options.
Your Pension options at retirement;
Tax efficient Pensions advice;
A full review and analysis of all your existing pension schemes;
Workplace Pensions and Auto-enrolment;
Inheritance Tax Planning.
Grand Parade, East Sussex, Eastbourne, BN21 4DN
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