CII launches new pension transfers qualification

Follows launch of strategic manifesto

Hannah Godfrey
clock • 2 min read

The Chartered Insurance Institute (CII) has launched a new qualification to support those seeking to provide specialist advice on pension transfers.

The Level 4 Certificate in Pension Transfers includes a new Level 6 unit ‘Pension transfers' (AF7), which will open for enrolments in July 2017, and three existing CII Level 4 units - ‘Financial services, regulation and ethics' (R01), ‘Investment principles and risk' (R02), and ‘Pensions and retirement planning' (R04). CII development director Steve Jenkins (pictured) said the qualification would develop the in-depth knowledge and practical skills needed by anyone seeking to advise on the transfer of safeguarded benefits. Describing this as "an increasingly important part of the advic...

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 Your profession

Pension sharing on divorce: Why professionals need to step up on PSOs 25 years on

Pension sharing on divorce: Why professionals need to step up on PSOs 25 years on

'Pensions still remain the most routinely overlooked asset in divorce'

Joanna Newton
clock 10 December 2025 • 4 min read
FCA plans to ensure liquidity mismatches do not 'threaten financial stability'

FCA plans to ensure liquidity mismatches do not 'threaten financial stability'

Although good practice exists

Alex Sebastian
clock 09 December 2025 • 2 min read
Bridging the gulf between education and pursuing a career in advice

Bridging the gulf between education and pursuing a career in advice

'There's a pressing need for fresh infusions of young talent into the advice sector'

Steve Nelson
clock 09 December 2025 • 4 min read