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 the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
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
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
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 qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, 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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
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 incorporating Inheritance Tax Planning, Investment Advice and Protection.
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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