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.
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.
An established national firm with over forty offices throughout the UK, specialising in personal and small corporate financial planning and providing services to members of various affinity groups including major trade unions, staff associations, county councils and the Federation of Small Businesses. These schemes are tailored to suite the organisation concerned, and include the provision of stakeholder pensions. Please feel free to visit out website on <url hidden> or call <phone number hidden> for information or assistance.
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