About the qualification
Due to new legislation, the demand for high quality pensions advice has increased, both generally and specifically relating to transfers.
This single module will give you all the knowledge you will need on the pension transfer market place and it will build your practical skills so that you can excel when making your recommendations to clients.
You will focus on developing a detailed knowledge of what transfer options are out there and their implications. You’ll also be better prepared to establish what your client needs are and be able to analyse and evaluate them in detail.
PETR is a specialist option unit within the Level 6 Diploma in Financial Advice (Adv DipFA). When combined with either the Diploma for Financial Advisers (DipFA) or an RDR compliant qualification for Activities 4 and 6., it meets the FCA requirement for pension transfer specialists to advise on defined benefit and contribution schemes.