The AF7 Pension Transfer Exam is here and it starts today.

The AF7 Pension Transfer exam sandwich is in three key parts:

  1. Financial Planning context: the 6 steps of giving pension transfer/pension planning advice
  2. The meat in the middle: the technical analysis
  3. Critical evaluation: thinking about the pros and cons/ the go and stay / strengths and weaknesses

These three parts make up the AF7 Pension Transfer exam and your structured study plan starts today:

*Video tutorials are ready to view

*The study notes and additional documents are available to download

*Quiz will be made available tomorrow

*Exam-Style-Question will be available on Thursday

All AF7 students can find the full video tutorial series and documents published in their course here:


Meantime, take a look at this video tutorial introduction: