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.
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.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assessed specialist supervisory knowledge and skills in the regulatory environment.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
Tony Rossborough of Streets Insurance Services Ltd T/A Personal Touch Financial Solutions is able to offer a complete financial planning service. Our aim is to ensure our clients short term and long term needs are catered for. To arrange a no obligation meeting please call Tony on <phone number hidden> or <phone number hidden> or <email address hidden>
Streets Insurance Services Limited T/A Personal Touch Financial Solutions is authorised and regulated by the Financial Conduct Authority (FCA). - YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
Provide excellent client service and advice
We are passionate about helping clients achieve and maintain their financial independence so they can retire when they choose.
Regardless of age, financial and retirement planning is a key focus. Our goal is to assist you achieving financial independence and maintaining your lifestyle into retirement and beyond.
We look at the whole picture and make sure we address all of your financial needs, even those which you may not have considered.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Streets Insurance Services Ltd is authorised and regulated by the Financial Conduct Authority (FCA).
Our firm is included on the Financial Services Register under registration number 844644. You can check this via the FCA website <url hidden> or by calling them on <phone number hidden>.
The contact address for the FCA is 12 Endeavour Square, London, EC20 1JN.
We are authorised to advise and make arrangements in relation to investments, pensions, pension transfers, mortgages, life and health insurance, general insurance and to carry out credit broking
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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.