This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
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 an ability to analyse pension and retirement planning issues.
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 a knowledge and understanding of investment products and the risks involved.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
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 qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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 examination assesses a knowledge and understanding of investment products and the risks involved.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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.
Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.
This examination assesses a knowledge and understanding of financial protection plans.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
Having achieved the IFS Level 6 Diploma in Financial Advice, 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 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 industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
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.
We’re a team of Independent Financial Advisers who provide jargon-free advice, making retiring as simple as possible.
We believe retiring successfully isn’t just about your pension, investments, and savings that you have accumulated. It’s about how you want your money to enable the lifestyle you want.
We focus on getting to know you. This means we will understand what your concerns and goals are, so we address your concerns and achieve your goals.
We are here for people at every stage of retirement:
People retiring soon:
It’s never too soon to begin thinking about what retirement lifestyle you want to live. Our advice will guide you to identifying what lifestyle you want to live and how you get there.
People retiring now:
If you’re retiring now, there’s plenty to think about. It can be daunting, but our specialists will organise your retirement income and get you to where you want to be.
People who have already retired:
Having an ongoing strategy is still important even if you took financial advice prior to retirement. By reviewing and adjusting your financial arrangement, it will ensure you’re making the most of your retirement, and achieving your ideal lifestyle.
We’re proudly different from other financial advisers.
We’re highly rated:
We have a five-star rating on Trustpilot, with almost 250 clients rating our service as excellent.
We’re independent:
We search and recommend the best options for you, based solely on your goals.
We’re retirement specialists:
Our advisors have over a decade of experience helping people like you successfully retire.
We provide advice your way:
We provide advice at your convenience, whether face-to-face, video or telephone call.
We work throughout the UK:
We have the capacity to become your trusted partner, no matter your location.
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