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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 2018 exam guide (PDF)

Download AF7 October 2018 exam guide (PDF)

Download the 2018/19 syllabus (PDF)

Assessment 

  • 2 hour exam
  • 3-4 written short answer questions, 2 case study based questions
  • 60% nominal pass mark (the actual pass mark may vary from one session to another to ensure consistency in pass standards)

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

Printed and digital options

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

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

Information Study text and exam entry

  • Non-members £350.00
  • Members £270.00

Redeem exam voucher or book re-sit

Information Unit AF7 exam

Prices displayed apply to those who wish to purchase an exam re-sit. You can also book here if you have a valid exam voucher for which you will not be charged.

  • Non-members £180.00
  • Members £130.00

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 £80.00
  • Members £67.00

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

  • Non-members £80.00
  • Members £67.00