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Personal Finance Society
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Qualification
The RQF Level 2 Award in Life and Pensions Foundations has been developed in collaboration with employers across the life, pensions and long-term savings sector. It provides a formalised and consistent approach to defining entry-level professional standards, helping to underpin improved customer ...
Qualification
Withdrawing August 2018The RQF Level 4 Award in Pensions Update is a single unit qualification that develops and tests knowledge of pension reforms and how they impact at-retirement advice. Read the Award in Pensions update specification »
Qualification
The RQF Level 3 Award in Financial Administration provides the essential knowledge and skills needed by those working in administrative and operational life or pensions roles.
Training unit
Introduction to pensions - one day course  
Qualification unit
The objective of this unit is to develop an understanding of life and pensions issues, together with detailed guidance on the administration of these classes of business. Download 2017-2018 syllabus » Download 2018-2019 syllabus »
Qualification unit
The objective of this unit is to develop an understanding of life and pensions issues, together with detailed guidance on the administration of these classes of business. Download 2017-2018 syllabus » Download 2018-2019 syllabus »
Qualification unit
The objective of this unit is to develop knowledge and understanding of and ability to analyse pension and retirement planning issues. Download 2017-2018 syllabus » Download 2018-2019 syllabus » Prepare for success with Enrolment plus Improve your chances of exam success with Enrolment plus and r...
Qualification unit
The objective of this pension transfer qualification unit is to develop the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits. AF7 brings you up-to-date with the fundamental aspects of the pension transfer process; the implications of transferring between...
Qualification unit
The objective of this unit is to develop knowledge and initial understanding of the life and pensions sector, its purpose, its customers and the financial solutions and operational practices that underpin delivery of good customer outcomes. Download 2017-2018 syllabus » Download 2018-2019 syllabu...
 
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