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  • The CII AF7 March 2026 Exam in Review

    We're looking at the exam paper from the CII's March 2026 sitting of AF7 – the Pension Transfer exam. 

  • The CII AF7 September 2025 Exam in Review

    We're looking at the exam paper from the CII's September 2025 sitting of AF7 – the Pension Transfer exam. 

  • The CII AF7 March 2025 Exam in Review

    We're looking at the exam paper from the CII's March 2025 sitting of AF7 – the Pension Transfer exam. 

  • A Look at Recent Past Papers for the CII AF7 Exam – March 2026

    In this article, we are taking a quick look at the questions asked in the last four exam papers of the CII’s Advanced Diploma in Financial Planning AF7 exam paper – this is the exam on Pension Transfers.

  • The CII AF7 March 2023 Exam in Review

    We're looking at the exam paper from the CII's March 2023 sitting of AF7 – the Pension Transfer exam. 

  • The CII AF7 September 2023 Exam in Review

    We're looking at the exam paper from the CII's September 2023 sitting of AF7 – the Pension Transfer exam. 

  • A Look at Recent Past Papers for the CII AF7 Exam – February 2025

    In this article, we are taking a quick look at the questions asked in the last four exam papers of the CII’s Advanced Diploma in Financial Planning AF7 exam paper – this is the exam on Pension Transfers.

  • The CII AF7 September 2024 Exam in Review

    We're looking at the exam paper from the CII's September 2024 sitting of AF7 – the Pension Transfer exam. 

  • A Look at Recent Past Papers for the CII AF7 Exam – July 2024

    In this article, we are taking a quick look at the questions asked in the last four exam papers of the CII’s Advanced Diploma in Financial Planning AF7 exam paper – this is the exam on Pension Transfers.

  • The right preparation is the key to passing the CII AF7 exam

    The current pass rate for AF7 is around 50% – it’s certainly a challenging exam! However, there is a silver lining: there are only so many questions the CII can ask about pension transfers. By analysing past exam papers, it's evident (more so than for any of the other AF exams) that certain questions come up time and time again, and this accounts for a large percentage of the exam. We believe that practising these ‘staple’ questions is key to AF7 revision. Here, we take a look at some of the most common AF7 questions.

  • The CII AF7 September 2022 Exam in Review

    We're looking at the exam paper from the CII's September 2022 sitting of AF7 – the Pension Transfer exam. 

  • The CII AF7 September 2021 Exam in Review

    We're looking at the exam paper from the CII's September 2021 sitting of AF7 – the Pension Transfer exam. 

  • Brand Bitesize: Understanding Phased Annuity Purchase

    In this Brand Bitesize video, we break down Phased Annuity Purchase – a key retirement income option often tested in the CII's R04, J05, AF5, and AF7 exams.

  • A Transition and Then Some: Tax-Free Cash After the Lifetime Allowance

    When pension rules change, it’s rarely just the headline reform that matters. The detail – particularly transitional provisions – often creates both opportunities and pitfalls. The transitional tax-free amount certificate (TTFAC) is a good example, and one that continues to appear regularly in CII exams. This article is relevant for candidates who are studying towards the CII R04, J05, and AF7 exams.

  • A Look at Recent Past Papers for the CII AF7 Exam

    In this article, we are taking a quick look at the questions asked in the last four exam papers of the CII’s Advanced Diploma in Financial Planning AF7 exam paper – this is the exam on Pension Transfers.