PM&M Financial Planning Ltd
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 assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
HELPING YOU MAKE THE MOST OF YOUR MONEY
No matter what your requirements are, PM+M can help identify your needs and provide a tailored solution that not only enhances your financial position but provides peace of mind that your hard-earned money is achieving more in every way possible.
Working collaboratively with our specialists in accountancy, tax, corporate finance and payroll, our financial planning team can help you to effectively plan for the future in a way that suits you.
- Pensions
- Investments
- Tax and estate planning
- Lifetime cashflow planning
- Protection
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