This exam accesses understanding of identifying and satisfying client needs.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of the financial services and their regulation.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This examination assesses a knowledge and understanding of investment products and the risks involved.
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 a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
This examination assessed specialist supervisory knowledge and skills in the regulatory environment.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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 examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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.
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
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.
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
Our bespoke financial planning is based on technical knowledge, cutting edge research and a passion for client satisfaction. Temple Gray are a compact, experienced and very highly qualified team motivated to deliver individual quality client service. We are authorised to advise on all aspects of pension planning including occupational and final salary pension transfersand are proud to have been awarded the Gold Standard for Pension Transfers accreditation. . Unlike many advisory firms, we have an in house pension transfer facility. Based in the North West and Ireland we have clients predominantly throughout the UK with some clients residing abroad. Our clients include industry professionals, individual clients with pension and investment requirements, business owners and senior directors.
We are proud to have adopted the Pension Transfer Gold Standard voluntary code of good conduct.
Pension Planning - including occupational pension transfers, we are nationally recognised in this highly specialised area.
Investments - we have great working relationships with investment providers, we deliver real value investment solutions.
Business and Personal Protection - our experience enables us to create the correct protection solution for you, your family and business.
IFA pension transfer service - we are able to transact occupational pension transfers for IFA practices that do not have the required permissions in his specialist area, our "partnership programme" could be a solution for you.
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