Information on thematic review of retirement income advice - September 2023


Reference Case Number: FOI10615

Freedom of Information: Right to know request:

With reference to the ongoing thematic review of retirement income advice (referenced on your website here: https://www.fca.org.uk/news/news-stories/thematic-review-retirement-income-advice)I wish to request a copy of any questionnaire sent to firms as part of the review.  To be clear, I wish to see the questionnaire and any template response sent out by the FCA, NOT the responses / returns submitted by firms which I assume would be commercially sensitive.

If more than one type of questionnaire and template was sent out, please provide a copy of each one, subject to remaining within the cost limit for FOI Act responses.

The timeframe this request relates to is 1 January 2023 to 1 August 2023.

FCA response:

We can confirm that we hold the information you have requested. Only one questionnaire was sent out, a copy of which is attached as Annex A.

Supporting document

FOI10615 Annex A