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 assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
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.
This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
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.
The Pension Drawdown Company was established in 1999 and we are the original Pension Drawdown specialists. We are independent and whole of market, UK Chartered Financial Planners specialising in Pension Drawdown; providing drawdown, annuity and investment advice.
The Pension Drawdown Company offers a personal service that we believe is unique amongst IFA's; and this is borne out by the letters we receive from our clients, who come from all walks of life and include internationally renowned accountants, solicitors and other professionals, many of them based in the City and Central London. We have clients all over the UK however, from Cumbria to East Sussex, and down to the South West, where we are based in our Head Office at Rockwood House in Torquay.
We currently have over £215 million of client funds under management and this is growing all the time through our investment management expertise, new funds from new clients, and additional funds from our existing clients who are already very happy with the service they have received.
Please see our website: <url hidden> for further information.
We specialise in advising our clients around their pensions and in relation to retirement planning. We are experts in the field of Defined Benefit pension transfer.
We are able to help our clients understand what they have in terms of their pensions, savings and investments; ascertain what it is our clients want to achieve in terms of their retirement plans; and then put a financial plan together with our clients, to help them towards achieving their goals.
We also specialise in investment management; actively managing our clients pensions, savings and investments; giving our clients greater potential to achieve their goals.
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