Succession Wealth Ltd
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 enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.
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.
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
We are a company with a local and friendly outlook offering a specialised range of professional services, independent financial planning and advisory services to individuals, trustees and small business owners. We pride ourselves on both the level and quality of service we provide. We go to great lengths to explain everything to our clients in a way that they can fully understand and appreciate. We have been acting for the majority of our clients for over 15 years now, previously through Langham Pensions & Investments Limited and now via Succession Group.
We provide pre and post -retirement pension and investment advice to people living in Suffolk and Norfolk as well as helping those from Cambridgeshire.
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