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Pensions transfers

AF7 (20 CII credits – Advanced Diploma level)

The objective of this pension transfer qualification unit is to develop the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits.

AF7 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.

Read about FCA changes to pension transfer specialist requirements

Download AF7 April 2019 exam guide (PDF)

Download AF7 October 2019 exam guide (PDF)

Download the 2019/20 syllabus (PDF)

Assessment 

  • 2 hour exam
  • 3-4 written short answer questions, 2 case study based questions
  • The pass rate for those completing the unit is currently 43%
  • 60% nominal pass mark

Recommended study hours: 100 (will vary depending on your experience and ability)

Printed and digital options

*** Click here for an important notice for international deliveries ***

By purchasing the ‘Printed and digital’ option, you will incur an additional charge for postage and packaging:

£7 per order: UK, Channel Isles, Isle of Man, Republic of Ireland, Malta and Gibraltar.

£15 per order: All other countries.

For more information on Digital-only options, please visit: 'Digital Only' FAQ's

Important information for the 2020–21 edition

Changes to pensions transfers have recently been announced and affect the upcoming AF7 2020–21 study text. In order to ensure the new edition includes the most up-to-date content on release,  planned availability is w/c 3 August (digital) and w/c 10 August (printed).

We recommend that anyone wishing to make a start on their studies before this, enrol before 17 July to receive the printed 2019–20 edition and refer to the edition changes guidance that will accompany the updated and digital-only 2020–21 edition, to be added as part of your enrolment via RevisionMate.

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Exchange rate guide

Enrolment plus (applicable to Apr and Oct exams within a 12-month enrolment period)

Information Study text, exam entry and audio revision

  • Non-members £397.00
  • Members £295.00

Enrolment (applicable to Apr and Oct exams within a 12-month enrolment period)

Information Study text and exam entry

  • Non-members £357.00
  • Members £276.00

Revision aids

Information Audio revision – (12 month enrolment)

  • Non-members £82.00
  • Members £72.00

Study text renewal

Information Extend your study text enrolment for a further 12 months from the end of the previous enrolment (Digital only)

  • Non-members £92.00
  • Members £72.00

Information Extend your study text enrolment for a further 12 months from the end of the previous enrolment (Printed and digital)

  • Non-members £92.00
  • Members £72.00
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