The Technical Services team was established in 2005 to ensure Bankhall members had access to a reliable and experienced team which could assist with day-to-day complex queries spanning all areas of financial planning. The team are available to discuss specific generic technical queries in respect of tax, pensions, investments and protection and to assist in respect of problems you may have in the context of a specific case. The team collectively hold the following qualifications:-
| CII Certificate Units |
CII AFPC Units |
CII Diploma units |
CII Advanced Diploma Units |
Non-CII Qualifications |
| Financial Planning Certificate |
G10 - Taxation & Trusts |
J01 - Personal Taxation |
AF3 - Pensions |
Administration of Estates (STEP Diploma) |
| CF2 - Investment & Risk |
G20 - Personal Investment Planning |
J04 - Pension Funding |
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Trust & Estate Taxation (STEP Diploma) |
| CF7 - Lifetime Mortgages |
G30 - Business Financial Planning |
J05 - Pension Income Options |
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BA(Hons) Financial Services |
| CF8 - Long Term Care |
G60 - Pensions |
J06 - Investment Principles:- markets and environment |
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BA(Hons) Business Studies |
| CF9 - pension Simplification |
SV1 - Savings & Investments |
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Investment Management Certificate (IMC) |
| HR1 - Home Reversion Plans |
K10 - Retirement Options |
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CeRGI |
| MAQ |
K20 - Pension Investment |
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CeRCC |
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H15 - Supervision & Sales Management |
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CeMAP |
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H25 - Holistic Financial Planning |
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