CATEGORY: AF7 Pension transfers

Pre-Order AF7 2024-2025 Digital Study Guide

Course Access: Lifetime
Course Overview

The BTS AF7 study guide follows a similar format to our well-loved R0 study guides. It is made up of two parts; the main study guide and an accompanying Appendix.

The main study guide contains a logical breakdown of the syllabus and is packed full of examples, exercises and activities, all explained in an ‘adults in conversation’ fashion. It guides candidates through exam-style questions and has loads of hints and tips.

The appendix contains the case study scenarios with lots of different client details and situations (though there are some similarities across the case studies; this is a pension transfer study guide after all). There are eleven case studies in this Appendix. These are gradually used as you work through the chapters in the BTS AF7 study guide. They provide the base information for:

• chapter activities.
• end of chapter knowledge check questions.
• Section B of the specimen exam at the end of your study guide.

We have also replicated the AF7 exam tax tables and the supplementary information your receive. These can be found at the back of this Appendix.

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