AF7 Technical guides

Time to July 2020 AF7 exam

This is the core knowledge for AF7 candidates.

It is split into five parts.

FCA Policy June 2020

These latest policy guidelines give the most comprehensive guide as to giving appropriate advice.It’s unlikely to be tested in detail until the April 2021 exam but it will give you a good insight into the practical application of much of the stuff in my technical guides

CETV calculator

Old Mutual post April & October 2018 compliance guide

Old Mutual Transfer Value Comparator

FOS newsletter of DB transfers

TPR checklist for trustees of ceding schemes

FCA video August 2019

Death Benefits flowchart