This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
After a recent change of control within the company and uncertainty on future work prospects, being largely unsure on how to go about it, I contacted Simply Pensions for advice on how best to realise an annuity purchase on my work and private pension plans. After a number of extremely useful face to face discussions, subsequent analysis on what would be best for my individual circumstances and thorough market search for the most advantageous offers, Stuart McNeil was able to successfully complete the whole process within a matter of weeks, enabling me to draw on a tax free lump sum and monthly annuity payment with almost immediate effect. I found the help, advice and overall service offered by Stuart to be extremely professional with the utmost understanding and thought given to what was best for mine and my families situation.
I have always found Simply Pensions to offer a quality, professional and tailored service. They are fast to respond, always offer the best possible advice and are a real pleasure to deal with!
I approached Gary because I wanted to consider a Final Salary pension transfer and he had been recommended to me. I found him professional, clear, transparent and very honest. He took me through absolutely everything pros and cons wise which put me in a position where I could confidently make decisions around my pension provision. He made what is generally a complex area very clear and this enabled me to make the decisions I made with the benefit of knowing and indeed finding out how professional and efficient the review service is. I can now confidently plan for the future knowing that my financial arrangements are best placed to meet my needs with much thanks to Gary.
Jane, Alderley Edge
I decided to seek financial advice as I had some money to invest and was approaching the age of sixty, meaning pension decisions would soon be approaching. As it can be a minefield, I needed someone with a good reputation; simply someone I could trust. Stuart McNeil was recommended to me and it is the best decision, financially, that I have ever made. Stuart explained all my options very thoroughly and is always able to answer questions of mine. Some of the advice is given in writing too, to give me more time to consider options and act as a point of reference later if needed. Using Simply Pensions has given myself and my wife peace of mind. Stuart is always available and always returns calls. Working with Stuart has benefitted us financially, which is the main objective. Simply Pensions have taken away all the stress of dealing with personal finances.
I am very pleased with the professional service that Simply Pensions have provided in the process of transferring my deferred pension through to setting up a SIPP and its ongoing administration. Stuart NcNeil in particular has been extremely helpful, knowledgeable, honest and efficient throughout the whole process. He has been fast to come back to any queries and made sure the transfer was done on time with little fuss. I would certainly recommend them to anyone seeking pension transfer advice.
I will always be eternally grateful to a friend of mine who recommended me Simply Pensions. Gary and his team did a fantastic work organizing my pensions but they also explained and designed a pension plan which now makes me feel more secure about my future. Gary is a master in translating a dry subject as pensions to a very clear and simple language for people like me who could never understand this complex subject.
After nearly two decades of financial planning experience, we have developed significant expertise in working with certain types of people.
As our name suggests, we work exclusively with people who are planning for their retirement: whether they want to start a pension, finish work now or have already retired, they may have existing pensions and are looking for advice.
We have an in-depth understanding of these people’s goals, aspirations and, most importantly, the best way to make them a reality.
We work predominantly with people in the North West, but with the power of Zoom, we can now be accessible across the UK and have successfully started working with clients this way.
There are many things which separate us from other firms, including:
• We’re retirement specialists: Our years of experience in working with people who have specific retirement-related problems and goals have meant we have developed an in-depth knowledge of how to solve them.
Where to find us
Head office address: Kingfisher Business Centre, Burnley Road, Rawtenstall, Rossendale, Lancashire, BB4 8EQ
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