This apprenticeship is in revision
The below revised version of the apprenticeship assessment plan is approved by Skills England under the 2025/2026 apprenticeship assessment reforms and is available for information only. It will replace the current version for new starts on 12th November 2026 with a funding band of £10,000. Until then, the current end-point assessment remains in place. Further details of this and other apprenticeships in revision are available in the revisions and adjustments status report.
End-point assessment (EPA plan)
Rigorous robust and independent assessment undertaken by an apprentice at the end of training to test that the apprentice can perform in the occupation they have been trained in and can demonstrate the duties, and knowledge, skills and behaviours (KSBs) set out in the occupational standard
End-point assessment organisation (EPAO)
An organisation approved to deliver end-point assessment for a particular apprenticeship standard. EPAOs must be on the register of end-point assessment organisations
Holistic or synoptic
Assessment of an apprentice’s knowledge, skills and behaviours in an integrated way i.e. assessing several KSBs at the same time
Knowledge, skills and behaviours (KSB)
What is needed to competently undertake the duties required for an occupational standard
Valid
Referred to in relation to assessment methods; fit for purpose
Change request policy
Most changes to an apprenticeship are made as a result of a holistic review of it. We prioritise the need for such reviews based on a range of factors. These include:
- the time since the apprenticeship was developed or last reviewed (taking account of its typical duration)
- the existence of any known problems with it (e.g. lower than expected starts, low achievement rate, high withdrawal rate, any issues with the availability of training or end-point assessment provision)
- whether the apprenticeship is currently subject to a dispensation
- the relative significance of the apprenticeship based on how many users it has
The availability of an employer group to support a review and its potential impact on any related technical education product also inform the timing of a review.
Details of apprenticeships that are currently being revised or adjusted are available in our revisions and adjustments status report.
Version log
| Version |
Change detail |
Earliest start date |
Latest start date |
|
Revised version awaiting implementation
|
Assessment plan revised
|
12/11/2026
|
Not set |
|
1.3
|
The standard and assessment plan have been updated and funding band has been revised.
|
01/11/2025
|
11/11/2026
|
|
1.2
|
Retired standard
|
21/03/2025
|
31/10/2025
|
|
1.1
|
End-point assessment plan revised
|
15/01/2025
|
20/03/2025
|
|
1.0
|
Approved for delivery
|
12/11/2014
|
14/01/2025
|
Employers involved in creating the standard: AJ Bell, BPP, Chartered Banking Institute, Chartered Institute of Securities and Investments, Chartered Insurance Institute, Davies Group, DSW, Fidelity International, Fitch Learning, Innovation Group, Kaplan, LIBF, M&G Wealth, Mercer, Mercer Marsh Benefits, Simply Academy, SJP, Skills Edge, St James's Place Wealth Management, TransRe
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