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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 the 2018/19 syllabus (PDF)


  • 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)

Prepare for success with Enrolment plus

Improve your chances of exam success with Enrolment plus and receive the AF7 audio download with your enrolment.

Save while you study: Members save £51 purchasing the extra revision aid with Enrolment plus. Non-members save £41.

Transfer your learning from AF3 to AF7

If you are already enrolled on AF3 and would like to switch your learning to AF7, you can do so at a discounted rate. To find out more call Customer Service on +44 (0)20 8989 8464

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

Information Enrolment, study materials, exam entry and additional revision aids

  • Non-members £389.00
  • Members £289.00

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

Information Enrolment, study materials and exam entry

  • Non-members £350.00
  • Members £270.00

Information Upgrade to Enrolment plus

  • Non-members £39.00
  • Members £19.00

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

Revision aid – 2018–19 edition (applicable to the Oct 18 and Apr 19 exams)

Information Audio revision

  • Non-members £80.00
  • Members £70.00

Study text renewal

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

  • Non-members £80.00
  • Members £67.00