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CII AF7 Exam: Pension Transfers

The CII’s AF7 Pension transfers exam forms part of the Advanced Diploma in Financial Planning and the Certificate in Pension Transfer Advice. It is a 2-hour exam with 3-4 compulsory written short answer questions and 2 case study based questions.  It has a nominal pass mark of 60%.

The exam syllabus covers the fundamental aspects of the pension transfer process; the implications of transferring pensions between different pension types; how to advise on pension transfers relating to different client circumstances and scenarios.

Our learning resources

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Mock Exam Papers

3 full sets of multi-part questions, answers and case studies including cross references to the relevant CII study text. All questions and answers are written by Brand Financial Training and kept up-to-date to reflect changes to the exam syllabus and tax year.

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Core Knowledge

Key to your core revision of the syllabus, this resource covers the ‘staple’ questions which make up the majority of the AF7 exam as well as a focus on understanding key calculations from across the syllabus*. You’ll find questions, answers, detailed explanations and cross-references to the relevant CII study text.

*Whilst you are unlikely to be asked to perform calculations in the exam, you do need to understand the calculation methods.

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Revision Notes

Designed for use when you are further along with your exam studies, our revision notes are a streamlined version of the learning outcomes and exam syllabus combined with self-test questions.

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    John ReynoldsJohn ReynoldsExpert Pensions, Edinburgh
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