One Life Wealth Planning
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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.
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 assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
We're a small firm with years of experience.
We work best with couples in their fifties, but really, age doesn't matter. We love making a difference to people's lives through great financial planning.
We offer advice on pensions, investments and inheritance tax planning. Our service is personal and most suited to those who value the idea of regular, proactive review.
Boosting your own knowledge and understanding
Simplifying your financial arrangements
Demonstrating lifetime financial security
Planning for the unexpected
Wealth building
Income and capital gains tax efficiency (including pensions)
Estate planning and efficient wealth transfer (Inheritance tax)
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Online (Live chat, video, email)
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Face to face
One Life Wealth Planning Ltd is authorised and regulated by the Financial Conduct Authority. Registration 517067.
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