This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
For more than 31 years, I’ve been helping individuals and families reach their financial goals. After working for a home service company – The Refuge Assurance, in the eighties I then moved on to being a Financial Consultant for the Prudential and then Towry Law, a National IFA at the time. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training.
One of my major discoveries in recent years is the concept of Lifestyle Financial Planning and how cashflow modelling can make a significant difference in a person’s life. It can give them the knowledge such as how and when to retire to more simpler things such as “Permission to spend!”
I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.
We seek to manage your finances in such a way that you are able to live the kind of life that you wish to live, travel to places that you wish to travel to and do the things that you want to do and that you do not die too rich or too poor
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