Publications

  1. Publications
  2. Publications search results
Filter results
Filter by document type
Filter by year
Sort by:

Search results

policy and guidance-policy statements policy and guidance-finalised guidance policy and guidance-consultation papers policy and guidance-guidance consultations policy and guidance-feedback statements policy and guidance-discussion papers policy and guidance-calls for input policy and guidance-handbook Clear all filters

Showing 161 to 170 of 11544 search results.

  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