Introduction to AF8


The CII’s level 6 pension exam, AF3 Pension Planning, from April 2018 was superseded by AF7 Pension Transfers and AF8 Retirement Income Planning. That shouldn’t really be a surprise: sourcing evidence from FAMR 2018, of all the regulated advice given in the last 12 months, 67% of the advice was related to pensions work. It’s a key advice area. Expert pensions have been providing comprehensive support for ‘’pensions’’ exams since 2010. Most recently, we supported…

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About Author

Dubbed by friends and colleagues “The Pensions Professor”, John Reynolds is widely acknowledged as one of the country’s leading experts in the financial services education sector. He has spent 20 years teaching, consulting, mentoring and writing on the subjects of pensions and investments. John’s unique ability to take his years of experience and technical knowledge and present it in an easy to understand format, has resulted in his talents being very much in demand. His portfolio of corporate clients include CII, Lloyds, Scottish Widows, Santander and Wesleyan; as well as numerous IFA clients whom he provides technical consultancy, mentoring and training on client case studies and staff training.. He has put his extensive expertise (and heart and soul!) into developing the expertpensions (EPL) proposition. EPL is a structured and interactive technical exam training programme for IFAs. It's designed to give financial advisors the required technical knowledge, study strategy and exam technique to confidently sit and pass the AF1, AF3, AF4 and AF5 exams. Its online, it's fully supported, structured and designed to help advisers reach Chartered Financial Planner status quicker. It's ready to help your advisers reach chartered status

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