The Chartered Insurance Institute (CII) is pushing ahead with the launch of a new pension transfer qualification in light of the regulator's recent consultation on defined benefit (DB) transfers.
The professional body originally announced the launch of the new qualification in November, which is intended to support advisers who want to provide specialist advice on DB transfers. As the exam unit had been developed prior to the new regulatory proposals, which are not yet in force, the CII said it would work with the Financial Conduct Authority (FCA) to ensure the qualification supported any implemented regulation. The current ‘Level 4 Certificate in Pension Transfer Advice' will now include a new Level 6 unit (AF7) in pension transfers. It will open for enrolments in August 2017...
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