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.
Independent Financial Services (UK) Ltd is an appointed representative of IFS Aegis Limited which is authorised and regulated by the Financial Conduct Authority.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.