Skip to main content
Journal Magazine: Informing Workplace and Facilities Management Professionals - return to the homepage Journal magazine logo
  • Search
  • Visit Journal Magazine on Instagram
  • Visit Journal Magazine on Twitter
  • Visit @Journal_Mag on Facebook
Visit the website of the Chartered Insurance Institute Logo of the Chartered Insurance Institute

Main navigation

  • Home
  • News
  • News analysis
  • Features
  • Study Room
    • A-Z
    • Question and Answer (Q&A)
    • Study Room Features
  • Opinion
  • CII Radio
  • Events
  • Digital Magazine
    • The Asia-Pacific Journal
Quick links:
  • Home
  • News

DEMAND FOR PENSION TRANSFER AF7 QUALIFICATION SOARS

Share on
  • Twitter
  • Facebook
  • Linked in
  • Mail
  • Print
Open-access content Thursday 14th September 2017

Article hero image.

More than 500 personal finance professionals have signed up to the CII's pension transfers qualification in the first week of its launch, following the Financial Conduct Authority's proposals to tighten the advice requirements for the transfer of safeguarded benefits. Candidates have enrolled onto the new Level 4 Certificate in Pension Transfers Advice which includes a new Level 6 unit (AF7) Pension transfers, and three existing CII Level 4 units -- (R01) Financial services, regulation and ethics, (R02) Investment principles and risk and (R04) Pensions and retirement planning.

Some 7,000 CII statement of professional standing holders are qualified to provide pension transfer advice, holding either the withdrawn CII unit (G60) Pensions or current CII unit (AF3) Pension planning. The new Certificate provides advisers with the skills and qualifications required to operate as a pension transfer specialist. The CII will also introduce a new Level 6 Advanced Diploma unit (AF8) Retirement income planning in October 2017, covering aspects of pension planning not covered in AF7. Together, the two new units will replace AF3, which will be withdrawn in April 2018.

You may also be interested in...

  • IIL London's Young Members' Ball
  • NEW QUALIFICATIONS FOR MOTOR INSURANCE MARKET IN INDIA
  • DAUGHTER OF CII FELLOW AIMING FOR GREATNESS
Filed in:
News

You might also like...

Share
  • Twitter
  • Facebook
  • Linked in
  • Mail
  • Print

Today's top reads

BECOME A MEMBER

BECOME A MEMBER

SUBSCRIBE TO PRINT

SUBSCRIBE TO PRINT
The-Journal_NEW.png
​
FOLLOW US
Twitter
Facebook
Youtube
CONTACT US
Tel: +44 (0) 20 7880 6200
Email
Advertise with us
​

About the CII

About us
Membership
Qualifications
Events

The Journal

Digital magazine
Podcasts
Blog
News

General Information

Privacy Policy
Terms & Conditions
Cookie Policy

Get in touch

Contact us
Advertise with us
Write for The Journal
Want to receive The Journal?

© 2022 • The Journal Magazine is published by Redactive Media Group. All rights reserved. Reproduction of any part is not allowed without written permission.

Redactive Media Group Ltd, 71-75 Shelton Street, London WC2H 9JQ