Independent Benefit Consultancy
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.
At the end of this unit, candidates should be able to demonstrate an understanding of: the supervisors role in a regulated organisation; recruitment, training, attaining competence, maintaining competence and supervising competence; management information and performance standards; Financial Services Authority rules and guidelines in respect of competence and supervision; the legal and regulatory aspects of employment and supervision.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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 assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
This examination assesses a knowledge and understanding of financial protection plans.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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 qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
IBC are Independent Financial Advisers specialising in solutions to your Wealth Management, Pension and Retirement Planning, protection and holistic financial advice needs.
We are Pension Transfer Golden Gold Standard accredited.
Our solutions consider your goals and, objectives in the building and servicing of your wealth, health and wellbeing plans and solutions.
Based in the centre of Glasgow, we have clients through out the UK and are proud to deal with families of all generations.
Most of our clients come to us through client recommendation.
IBC work with a number of professional introducers to ensure that our solutions are designed to best fit your full requirements.
Wealth management: Inheritance tax planning advice: Specialist Occupational Pension transfer advice; @retirement planning, pre-retirement reviews and goal setting; cash flow modeling: pension consolidation; holistic financial planning; individual and corporate protection advice
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