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Award in Pension Transfers (AwPETR)

Meet the FCA regulations for providing advice on Pension Transfers in as little as four months with this cost-effective and practically-orientated qualification.

About the qualification

Recent legislative reform has resulted in an increasing need for access to high quality and appropriate pensions advice, both generally and specifically relating to transfers. When combined with the Diploma for Financial Advisers (DipFA®), AwPETR meets the qualification requirement for pension transfer specialists, enabling you to provide advice on both defined benefit and defined contribution schemes.

This single module qualification provides the required knowledge of the pension transfer market place and the practical skills which will enable you to excel when giving guidance and recommendations to clients. Your studies will focus on developing a comprehensive knowledge of the transfer options available and their implications, an enhanced understanding of client needs and detailed analysis and data evaluation skills.

The Award in Pension Transfers is a Level 6 qualification registered with Ofqual in the Regulated Qualification Framework (RQF).

Key information

  • AwPETR can also be studied as part of the Level 6 Diploma in Financial Advice (Adv DipFA®)
  • Structured weekly study with two study sessions available per year – see ‘Studying’ section
  • Comprehensive study materials are provided
  • Combination of coursework and paper-based exam assessment
  • Upon completion, you are able to use the ‘AwPETR’ designation after your name    
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CPQ Blue Testimonial

Since completing the qualification my confidence in advising clients has increased and I now undertake pension transfer work for other firms. I would recommend the qualification to anyone looking to gain additional knowledge in the area of retirement planning.

Adam Caga - Director RVW WealthCare Ltd

Units

AwPETR consists of one unit.

Unit - Pension Transfers (PETR)

T/505/9677

  • Legislation and regulations impacting pension transfers, opt outs and schemes with solvency issues 
  • Implications of the source of a transfer and the impact of tax on transferring overseas schemes
  • Block transfers and winding up
  • Implications of moving between different scheme types and of cash incentives to leave a defined benefit scheme
  • Transitional issues as a result of different forms of protection
  • Income options and the impact on transfers
  • Analysis of financial circumstances and retirement options to meet a client's objectives 

Studying

Study Timetables: Please note that fees are payable if you wish to defer your studies after registration.

150 study hours are recommended.

Your registration fee includes the following study support:
  • Online access to study materials
  • Student handbook covering key qualification features, study technique and content applicable for achieving the learning outcomes of the units
  • Online tutor support
  • Webinars
  • Online student forum and group activities
  • Exemplar coursework and exam paper

Assessment

AwPETR is assessed through a coursework assignment and written paper-based exam:

    The coursework element consists of one question worth 25 marks. Feedback will be given by the unit tutor.
    The written exam consists of short and long answer questions, totalling 75 available marks.

The pass mark is 40% with a maximum of 25% attributed from the coursework assignment and a maximum of 75% from the exam.

View information on examination booking and venues

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Contact

For registration and other enquiries please contact Student and Customer Services on +44 (0)12 2781 8609.

FAQs