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Level 6

Overview

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Award in Regulated Pension Transfer Advice

The CII Level 6 Award in Regulated Pension Transfer Advice develops the in-depth knowledge and practical skills needed by anyone seeking to advise on the transfer of safeguarded benefits, an increasingly important part of the advice process following the Government’s pension reforms.

Qualification details

This qualification is suitable for retail investment advisers seeking to undertake pension transfer work and become pension transfer specialists. It is ideal for retail investment advisers, paraplanners, technical consultants and those in financial planning support roles wanting to update their knowledge in this area.

From October 2021, a qualification for retail investment advice (e.g. CII Level 4 Diploma in Regulated Financial Planning), in addition to a specialist qualification (e.g. CII unit AF7 / CII Level 6 Award in Regulated Pension Transfer Advice), will be required in order to meet the qualification requirement.  

Please check our qualification webpage and the FCA Handbook and publications for details of CII qualifications and FCA requirements. Please see the further advice we offer on legacy qualifications and the new rules.

The Award in Regulated Pension Transfer Advice, when combined with an RDR- compliant qualification for retail investment advice, satisfies the appropriate FCA qualification requirements for those wanting to undertake pension transfer activities. This will enable you to meet the qualification requirements to practise in this area and expand your areas of expertise in your professional practice. 

 

Recommended study time: 100 hours (will vary depending on your experience and ability).

For the unit in this qualification, students have access to the following materials as part of their enrolment:  

  • Study text (digital only or printed and digital with online updates) 
  • Online support including exam guides via RevisionMate 
  • PDFs of R04 and J05 study texts via RevisionMate (completion of units R04 and J05 is assumed for this unit)  
  • Further reading suggestions  
  • Assessment entry (first exam sitting)

Select units to complete this qualification

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Compulsory Units:

    UK

Optional Units:

  • Optional units are not available.