This new exam was tested for the first time in October 2017, with full details of the CII syllabus being made available during July.
At the end of this unit candidates will be able to demonstrate their knowledge, understanding and skill in applying the following topic areas:
o Explain fundamental aspects of the pension transfer process;
o Explain the implications of transferring between different types of pensions; and
o Advise on pension transfers in a range of client specific circumstances and scenarios
As you would expect, we will be providing revision sessions for this exam, details of which can be found on the right on this page.
In 2017, the pass rate for this exam was 43.74%
If you attend one of our courses and fail to pass the exam (although we don't think you will), we will continue to provide written and telephone technical support for future sitting of the exam.
If you wish to take a sneak peak at our service offerings then please contact us via the Contact page and we will be happy to provide some to you via e-mail.
Next Exam Date: 9 Oct 2018 (pm)
Our revision days include pre-course study material, plus ongoing support from the date of the course until the day of the exam. Time will be spent analysing case studies and explaining how they should be approached in exam conditions plus tips on exam technique.
All revision days are priced at £265.
NOTE: Dates/Locations marked by * are fully booked.