Independent Financial Planner at Ebor Financial Planning Ltd. Receive a bonus on completion of CII qualification; Roles are non-rotational and will vary dependent upon the business unit, however Apprentices roles fall within one of the following business areas: Risk Management: Working with the UK's largest clients to understand their business, the risks and what value looks like for them. A-Levels versus Level 3 BTECs, if you like? The Diploma in Insurance is a technical and supervisory qualification for insurance staff working across all sectors of the industry, and the logical progression from the Certificate in Insurance. 0800 023 6868, Any financial promotions issued by Unbiased Limited have been approved for the purposes of section 21 of the Financial Services Market Act 2000 by Resolution Compliance Limited which is authorised and regulated by the Financial Conduct Authority (FRN:574048). We are a professional body dedicated to building public trust in the insurance and financial planning profession. We usecookiesfor a number of reasons, such as keeping FT Sites reliable and secure, personalising content and ads, providing social media features and to analyse how our Sites are used. Qualification Information. 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 financial services industry, including regulation, legislation and the Code of Ethics. He will be supported by Liam Richards who has been promoted to strategic partner director to work with larger firms in the network. Register today to receive our range of news alerts including daily and weekly briefings. Networking opportunities with Indian and global corporate majors. This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios. There is no prescribed order in which units must be taken, but it is strongly recommended that you sit the required core unit(s) first as these provide foundation .