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.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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 an ability to analyse pension and retirement planning issues.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
Sterling & Law was established in 1997. Our client-first philosophy places you at the heart of everything we do.
Sterling & Law’s relationship with you is built on understanding your needs, goals and aspirations and what really matters to you.
We specialise in pensions and provide advice on pension transfers. Our focus is to provide a friendly, professional service.
As Independent Financial Advisers we are not tied to any financial institutions and it is our goal to provide you with the best possible financial solutions from the whole of the market. Being part of the Sterling & Law Group ensures that we have access to the high quality research facilities required to fulfil this objective.
Laurence Sanderson is the Brentwood Practice Principle and has worked in Financial Services for over 20 years, and has lived in Brentwood for over 30 years.
An established firm of experienced and highly qualified professionals providing independent financial advice to individuals and businesses, specifically in relation to pensions and investments. Advice is offered across all areas of personal and corporate financial planning.
As independent financial advisers we specialize in advising on pensions and investments, utilizing only the very best products and providers on the market. Initial consultations are free of charge and without obligation.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.