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AF7 Pension transfers | BTS launch new exam support

Brand new AF7 exam support launched August 2022!

BTS are delighted to announce the launch of our brand new AF7 exam support. We are well known for our pensions expertise: our R04 Pensions and retirement planning support has helped hundreds of candidates pass one of the trickiest R0 exams. 

When BTS students complete their Diploma in Regulated Financial Planning, we are often asked whether we support the Advanced exams, which is why our resident pensions expert, Director Luiza Todd, has crafted this new edition to the BTS exam support family.

The next sitting of the CII AF7 exam is taking place on 22nd September 2022. To help our candidates feel as well prepared as they can be, BTS have launched two brand new resources:

Mortgage Adviser Competent Adviser Status
Mortgage Adviser Competent Adviser Status

AF7 Case Study e-Learning Module

The BTS AF7 e-Learning module consists of five unique case studies, each with a full set of specimen exam questions and model answers. The module is designed to be worked through as a series of mock papers, attempting an answer before self-marking using our marking grid. A clear rationale is provided for each answer so you can learn as you go. 

We include hints and tips after each question debrief, plus include relevant crib sheets on possible technical areas that could be examined.

BTS AF7 designers sit the exam every year to keep their knowledge of the question styles as up to date and relevant as possible!

Order yours in the BTS Shop.

AF7 1-day Revision Workshop

This day refreshes some of the key technical areas examined on the paper.  Includes a selection of technical crib sheets to organise learning, as well as specimen exam questions and model answers to develop an understanding of what the CII examiner is looking for. Attendees will have the opportunity to ask and discuss questions in a group forum as well, to prepare for the AF7 exam sitting as much as possible.

Find out more on the BTS Events Calendar.

AF7 Pension transfers | BTS launch new exam support

What do you need to know about the AF7 Pension transfers exam?

The AF7 Pension transfers unit is a level 6 exam and is one of the optional units on the Advanced Diploma in Financial Planning.

It’s an exam that focusses on specialist knowledge of the advice process for pension transfers, which is a fairly complex areas of advice. It is a 2-hour exam comprising of 3-4 written short answer questions worth a total of 32 marks, and two case study based questions worth a total of 68 marks. With a 2021 pass rate of 56% it is a tricky exam requiring a critical appraisal of the financial planning options available.

What should an AF7 study plan include?

Passing AF7 needs a very focused approach when it comes to your study plan. This is a challenging exam with a narrow syllabus, which means candidate knowledge levels and their ability to apply this knowledge to short answer questions and case studies needs to be good. Last minute cramming will generally not result in an exam pass – a ‘little and often’ approach is recommended, as always with any advanced exam.

The BTS AF7 study plan has four steps to it; the aim being to set you up for first time exam success.

  • First, we recommend candidates order and work through our study guide.
    • This gradually walks you through the exam syllabus and helps improve your exam relevant technical knowledge.
    • It will also teach you how to approach different styles of exam question in order to answer the question being asked to maximise marks achieved.
  • The next step is to work through the AF7 e-Learning module.
    • This is based on five exam style case studies.
    • We would suggest you complete each one in exam style conditions
    • Model answers and BTS Hints and Tips are provided for each question.
  • The next step in your study plan is to complete in exam conditions and self-mark as many past CII AF7 papers as you can.
    • This again gets you practising the key question-answering techniques that you have learned from the study guide.
    • This also highlights technical areas that still need some work.
  • Finally, we would suggest you attend a revision workshop for some last minute technical and question styles input.
    • BTS run a remote one-day workshop usually a couple of week before the exam date.
    • This day will act as a refresher on some of the technical areas that may be examined.
    • We will discuss different possible question styles and how to approach them.
    • Workshop handouts will include relevant process / technical crib sheets that are notoriously difficult to retain. These will help with last minute key technical revision.


View Our AF7 Exam overview/toolkit to purchase any AF7 Study support including Study Guides, e-Learning modules, online workshops and study buddy. 

Find out more in depth help and advise to structure your AF7 studies by viewing our AF7 Study Plan.

Chat with other AF7 candidates in the dedicated BTS AF7 online forum room to help keep up to date , find out any new information and gain help and advise from others.

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