Life, Pensions & Investments

National Occupational Standards for Life, Pensions & Investments

Approved in 2009, these National Occupational Standards include units focusing on authorising the underwriting of life, pensions and investment contracts, and processing documentation for straightforward and complex life, pensions and investment contracts.


Background information

These National Occupational Standards for Life, Pensions & Investments supersede the suite entitled ‘Long Term Insurance', previously approved in 2006.

This updated suite contains standards for people working in the processing of life, pensions and investments contracts. These cover appraising applications for cover, altering contracts, processing claims and authorising payments.


The National Occupational Standards

The project to develop these National Occupational Standards was launched in July 2008, and they were approved for publication by the qualification regulators in September 2009.

This work formed part of an extensive review of the suites of National Occupational Standards under Retail Financial Services, as part of an ongoing programme to ensure that they remain up-to-date and fit for purpose.

The previous National Occupational Standards had been last reviewed in 2005, and the new versions feature expanded coverage.

The National Occupational Standards for Life, Pensions & Investments can be downloaded below.

The units can also be downloaded individually from the NOS Directory, at


Further information

For further information about these NOS, please contact the NOS team by emailing [email protected] or by calling 0845 618 2379.


Your feedback

We welcome feedback on the National Occupational Standards which we have produced. If you would like to comment on the NOS for Life, Pensions & Investments, please complete and return the feedback form (which can be downloaded below) to [email protected].





Tel : 020 7367 9542

Copyright FSP 2011 | 51 Gresham Street London EC2V 7HQ