Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
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
Retirement Solutions is one of the UK’s best known retirement income experts, and we specialise in helping individual clients get the most from their retirement fund.
Planning your retirement is one of the most important financial decisions you will ever make, and these decisions could affect your lifestyle for the rest of your life.
Our retirement service can help you:
Increase your annuity income by as much as 40% depending on circumstances
Advise you on all of your retirement options including alternatives to conventional annuities
Advice on Flexible Drawdown.
Advice on Defined Benefit transfers.
We also offer a full Financial Planning service.
Retirement Solutions are specialist financial advisers that can advise you on the right ‘retirement solution’ for you. We cover all the retirement options, covering Annuities to Flexible Drawdown and everything in between. Pension Drawdown offers greater flexibility - allowing you to take tax-free cash and an income from your pension funds without buying an annuity. Without advice, you will not have the assurance that you have made the best decision.
We offer a free no obligation introduction to our service and we cover the whole of the UK.
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