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Syllabus

The syllabus and the assessments in 2017 are based on the law and practice of the United Kingdom as it existed on 6 April 2017 unless stated otherwise.

A full version and a summary can be downloaded from the links at the bottom of this page.

The syllabus areas are grouped under fifteen main headings.

The candidate must be able to:

1. Understand the difference between regulated financial advice, information and guidance

2. Distinguish between the main types of pension scheme and outline the options available to members, and when and how they operate

3. Understand the financial factors that need to be taken into consideration when making decisions on benefits

4. Understand the lifestyle factors which should be taken into account when making decisions at retirement or in retirement

5. Demonstrate an understanding of the circumstances under which an individual might join a pension scheme

6. Demonstrate an understanding of the concept of leaving a pension scheme to move to a new employer or whilst remaining in employment

7. Demonstrate an understanding of a transfer out, transfer in, a regulated transfer and pension scams and the impact on benefits of each

8. Demonstrate an understanding of the impact of divorce on pension benefits

9. Demonstrate an understanding of the benefits that may be payable from pension schemes on a death in service, death in deferment and death in retirement

10. Demonstrate an understanding of the concept of when a member can retire from a scheme and the different options available

11. Demonstrate an understanding of the issues surrounding relevant medical information in ill-health retirement situations

12. Demonstrate an understanding of the options available in DC schemes

13. Demonstrate an understanding of the concept of commutation

14. Demonstrate an understanding of the features and operation of an annuity and how these affect a member

15. Demonstrate the appropriate skills when dealing with members

 

 

Documents

  1. Member Guidance Syllabus

    Member Guidance Syllabus

  2. Member Guidance Syllabus Summary

    Member Guidance Syllabus Summary