CII launches new starter life and pensions exam

Level 3 certificate develops knowledge and understanding

Jenna Towler
clock • 1 min read

The Chartered Insurance Institute (CII) has launched a life and pensions-focused qualification aimed at people in the first stages of their financial services careers.

It said the course, developed in consultation with an employer steering group, would suit people working in customer operations and contact centres. The level 3 Certificate in Financial Services, Life and Pensions route offers practical support to firms committing to the CII's industry-led framework of professional standards, it said. The new qualification develops knowledge and understanding of: • The sector's role and its activities; • Key customer needs, solutions and products; and • How individuals and organisations work within a regulatory and legislative environment. CII dire...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Pensions

FCA data reveals 'notable advice gap' in drawdown

FCA data reveals 'notable advice gap' in drawdown

Almost half of pots entering drawdown now do so without regulated advice

Sophia Panayi
clock 24 September 2026 • 2 min read
Action 'needed now' on salary sacrifice to minimise disruption

Action 'needed now' on salary sacrifice to minimise disruption

LCP says early preparation will help employers navigate the transition

Jonathan Stapleton
clock 24 September 2026 • 2 min read
Self-employed face retirement saving 'obstacle course'

Self-employed face retirement saving 'obstacle course'

‘Structural gap’ in participation between employees and self-employed

Martin Richmond
clock 22 September 2026 • 4 min read