Raising standards in the provision of advice to those reaching and living in retirement.
As a member of the Retirement and Care Faculty (which is part of the Personal Finance Society), you will gain access to a wide range of material and support services that will enhance your ability to provide high standards of advice to clients who are either at retirement age or who are already retired.
Areas of particular interest to this faculty are:
Post-retirement planning and advice in the field of "care". Attention will be focused on subjects such as annuities, asset allocation and risk management, equity release, income in retirement, investment planning and wealth preservation, long term care, SIPPs and income drawdown, taxation and trust planning (embracing income tax, CGT and IHT issues).
What are the objectives of this faculty?
Each faculty has three core objectives. To find out more about these click here
What is the purpose of this faculty?
To find out more about the advantages of joining this faculty click here
Our sponsors
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