This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
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.
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
Personal Money Management is a firm of Independent Advisers formed by Dr Peter M Marshall providing a personal and professional service to individuals and small businesses.
We provide financial planning advice on pensions, retirement, investments, tax, protection and estate planning. We are able to offer this advice at our suite of offices in Currie, at your home, or at your place of business.
We excel at Pensions, Retirement Planning, Investment and Estate Planning. They all require a deep understanding of the client, their life, their views their aspirations. We take huge pride in the fact that 98% of our clients stay with us for life. You have to deliver exceptional service levels to gain that degree of loyalty. We are much more than a service provider to them, they are much more than a number to us.
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