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...

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