The Pension Drawdown Company
This exam accesses understanding of the financial services and their regulation.
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 protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
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 portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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 in depth financial planning skills related to investments and the management of investment portfolios.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
The Pension Drawdown Company was established in 1999. We are the original Pension Drawdown specialists. We are independent and whole of market, UK Chartered Financial Planners specialising in Pension Drawdown; providing pension, retirement & estate planning, and investment advice.
We offer a personal and bespoke investment service that we believe is unique amongst IFA's; borne out by the testimonials and personal recommendations that we receive from our clients.
Our head office is Rockwood House in Torquay, and we have advisers and clients based around the country; providing our full advisory service to clients on a national basis. We are happy to meet clients face to face, or remotely; either by phone, video meeting, or via email; however you feel most comfortable.
We currently have in excess of £340 million of client funds under management, which is growing all the time through our investment management expertise, investment from new clients, and additional investment from our existing clients who are very happy with the service they have received.
Please have a look at our website for additional information & to see just some of the testimonials we have received.
We specialise in advising our clients around their pensions, savings and investments, linked to retirement and estate 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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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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