CII Award in Regulated Pension Transfer Advice
What is the purpose of this Award?
The CII Award in Regulated Pension Transfer Advice is an RQF level 6 qualification 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
| Criteria | Details |
|---|---|
| Available units: | AF7 Pension Transfers |
| Credits required for qualification: | 20 |
| Level: | 6 |
AF7 Pension transfers
| Criteria | Details |
|---|---|
| Credits | 20 - Advanced Diploma |
| Exam Format | 2 hours |
| Number of Questions | 3-4 short answer questions, 2 case study based questions |
| Nominal Pass Mark | 60% |
| 2023 Pass Rate | 50.6% |
