What is the new AF7 exam? Well, it’s not AF3. It’s something different. It’s advanced: still level 6. It’s smaller: 20 advanced credits. It’s more focused: Pension Transfers only. We are offering a study support plan and workshop to help you get both these exams.
AF7 and AF3: it’s what we like to call DOUBLE-BUBBLE!

Benefits of the Expert Pensions AF7/AF3 exam support:
Follow our structured study plan and double-bubble both Pension exams AF3 and AF7

One combined course: 10 modules for AF3 and/or 7 modules for AF7.

Study this one course and you could also sit R04 and J05: 80 Pension credits studying our 1 Pensions course. Not only that…if you are looking to work towards the Certificate in Pension Transfer Advice, we have added our R01 and R02 study materials into the package too.

Combined Pension Course

Subject / Module AF3 AF7 RO4 JO5
1. Pension contributions and AA, including MPAA (MPAA Only) (MPAA Only)
2. SIPP and SSAS (Defined contribution/MP scheme options)
3. Auto Enrolment (AE)
4. The context for pensions planning, investment approach, ATR, annual
reviews and advice requirements
5. Occupational defined benefit pension schemes (part 1 and part 2) :

Part 1:

  • TVAS
  • CETV

Part 2:

  • Transfer Advice process
  • Retirement financial planning: cash flow modelling
  • Advising on pension transfers
6. Drawing Pension benefits and factors to consider
7. Enhanced and Fixed Protection: LTA
8. Primary and Individual Protection: LTA
9. State pension regime
10. Pensions law, pension protection and security and regulation and divorce
Total Modules 10 7 10 6