This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
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 qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
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 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.
Murray West Associates can provide a full professional service offering help and advice in a variety of areas including mortgages, pensions, investments and protection.
We work on a fee and/or adviser fee base . All expenses will be discussed at your first meeting, which will be free of charge.
We give face to face advice to help our clients understand their financial position and achieve their objectives.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Murray West Associates Ltd is an appointed representative of TenetConnect Ltd.
Murray West Associates Ltd is registered in England and Wales under registration number: "0_4888967". Registered office address: 39 Station road, Liphook, Hampshire, GU30 7DW
Tax treatment is based on individual circumstances and may be subject to change in the future.
The Financial Conduct Authority does not regulate tax & trust planning, commercial mortgage, most forms of buy to let mortgage, National Savings & Investments, auto-enrolment and legal services.
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.