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).