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CII Award in Regulated Pension Transfer Advice

What is the purpose of this Award?

The CII Level 6 Award in Regulated Pension Transfer Advice is for those wishing to undertake pension transfer activities.  It is also useful for candidates wishing to increase their knowledge of pension transfers.

Pension transfer specialists are now required to hold not only a specialist pension transfer qualification (such as the CII Award in Regulated Transfer Advice) but in addition, will need an RDR-compliant qualification for retail investment advice (such as the CII Diploma in Regulated Financial Planning)

 

What do I need to do to achieve this Award?

One unit is required to achieve the CII Award in Regulated Pension Transfer Advice. This is:

CII Award in Regulated Pension Transfer Advice

CriteriaDetails
Available units:AF7 Pension Transfers
Credits required for qualification:20
Level:6

AF7 Pension transfers

CriteriaDetails
Credits20 - Advanced Diploma
Exam Format2 hours
Number of Questions3-4 short answer questions, 2 case study based questions
Nominal Pass Mark60%
2020 Pass Rate43%