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  1. Defined Benefit Advice Assessment tool (DBAAT) [xlsx]

    Forms Published: 15/01/2021
    The DBAAT helps firms and pension transfer specialists understand our file review methodology for DB transfer advice
  2. Completing suitability tabs: DBAAT video transcript [pdf]

    Transcripts Published: 15/01/2021
    Defined Benefit Advice Assessment tool (DBAAT) training
  3. Completing the information tab: DBAAT video transcript [pdf]

    Transcripts Published: 15/01/2021
    Defined Benefit Advice Assessment tool (DBAAT) training
  4. Completing the disclosure tab: DBAAT video transcript [pdf]

    Transcripts Published: 15/01/2021
    Defined Benefit Advice Assessment tool (DBAAT) training
  5. Completing the causation tab: DBAAT video transcript [pdf]

    Transcripts Published: 15/01/2021
    Defined Benefit Advice Assessment tool (DBAAT) training
  6. Completing the summary tab: DBAAT video transcript [pdf]

    Transcripts Published: 15/01/2021
    Defined Benefit Advice Assessment tool (DBAAT) training
  7. Using the assessment tool: DBAAT video transcript [pdf]

    Transcripts Published: 15/01/2021
    Defined Benefit Advice Assessment tool (DBAAT) training
  8. FCA Board Minutes: 3 December 2020 [pdf]

    Meeting minutes Published: 15/01/2021
    FCA Board Minutes: 3 December 2020
  9. FCA Board Minutes: 10 December 2020 [pdf]

    Meeting minutes Published: 15/01/2021
    FCA Board Minutes: 10 December 2020
  10. Completing the insistent client tab: DBAAT video transcript [pdf]

    Transcripts Published: 15/01/2021
    Defined Benefit Advice Assessment tool (DBAAT) training