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 qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
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 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 examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
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 examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
Nice people to deal with. Committed to ethical, professional, independent financial advice, guiding people financially in Huddersfield and throughout the UK.
We specialise in retirement advice, flexible pensions, investments, ISAs, investing for income in retirement.
Fair and competitive charging.
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Retirement Planning, Pension and Investment Reviews, Portfolio Management. We listen to people and deliver practical solutions for a broad range of financial needs, whether it's building a pension for retirement, or buying a second investment home, or insuring your income against ill-health. We'll do what we say we are going to do and have a good track record of delivering what clients have asked for. Highly recommended in the local area.
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