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Personal Finance Society
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Qualification unit
The objective of this unit is to develop knowledge and understanding of and ability to analyse pension and retirement planning issues. Download 2018/19 syllabus (PDF) Download 2018/19 exam guide (PDF) Assessment  1 hour exam 50 multiple choice questions 65% nominal pass mark (the actual pass mar...
Qualification unit
This unit has now been withdrawn  Please note that unit CF4 along with units CF2 and CF5 have now been withdrawn. This follows a significant drop in demand since advisers' minimum qualification level was raised from RQF Level 3 to Level 4. 
Qualification unit
The objective of this unit is to develop and demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement.   AF8 will update and test adviser's skills in evaluating clients’ personal and financial positions as well as the application of knowledge a...
18 Dec 2013
As the retirement landscape evolves, one shape of solution no longer fits all clients.  For many, a blended approach is appropriate.
Lectures | 02 Feb 2005
The changing face of retirement planning. Lecture delivered by Ian Naismith (Head of Pensions Market Development, Scottish Widows) on 02 February 2005.
Technical articles | 09 Apr 2019
Although the pensions tax regime has remained relatively stable over the last few years a new tax year always brings a few changes along with a fresh set of allowances to make the most of.
Technical articles | 26 Feb 2019
Pensions Freedoms have led to a fall in the number of retirees opting for an annuity – with clients instead favouring drawdown. A client specific retirement plan is therefore a necessity, not a luxury, in order to manage this seismic shift in retirement. Understanding how to manage investments in...
Technical articles | 01 Nov 2008
Advisers and their clients will be wearily familiar with the "pensions crisis". They will have heard it all before about how the collapse of final salary defined-benefit schemes, a general lack of saving, stock market volatility and increased longevity mean that retirement is likely to be a...
News items | 19 Jan 2016
Personal Finance Society news update from 9th January to 19th January 2016 on taxation, retirement planning, and investments.
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