Twm Ltd
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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 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 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 qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
We are a local independent financial adviser with over 20 years experience of advising a diverse client portfolio. We regularly advise on a wide variety of financial planning needs including retirement planning & wealth management.
We are particularly active in the field of retirement planning for clients who want to organise their arrangements towards retirement or who are looking to choose the most appropriate options available at retirement for both their pensions and investments. This includes ensuring all funds are invested in line with the individual clients requirements.
Unit 9, Castle Court 2, Castlegate Way, Dudley, West Midlands, DY1 4RH
-
Face to face
Similar advisers near you
Legal information
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.