AF7 - Pension Transfers - Revision Course

This interactive course is designed to accelerate candidates learning towards an exam pass. The course provides expert insight and tuition both on the technical knowledge required and the skills needed to optimise performance.

The content will cover key areas of the syllabus and areas likely to be tested for the exam. There will also be focus on exam style questions with clear debriefs to aid understanding.

The duration of each exam revision course can be tailored to the needs of your group. Typically, our exam revision courses are two or three days duration, depending on the subject and level of the unit.

The objective of Pension Transfers (AF7) is to develop the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits. This unit brings you up to date with the fundamental aspects of the pension transfer process; the implications of transferring between different types of pensions; and develops your advice skills across a range of client circumstances and scenarios.