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 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 examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
Portus Wealth is a modern, independent firm of financial advisers founded on traditional values.
At Portus Wealth we fully embrace treating customers fairly (TCF) and we are committed to having robust procedures in place that ensure we deliver fair treatment to clients.
Financial planning means different things to different people. You might want to reduce your tax liabilities, plan for your child's education, finance the purchase of your dream home or perhaps secure a decent income for your retirement. Alternatively, you may simply want to make sure your financial position is protected whilst you raise a young family or build up a business.
We can help you identify your financial planning goals and formulate a plan designed to make sure they are achieved.
We offer a very personalised service with the aim of forming a long term client/adviser relationship.
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