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  1. FOI7316 response table [pdf]

    FOI releases Published: 15/01/2021
    FOI7316 response table.

  2. FOI 7256 response tables [pdf]

    FOI releases Published: 15/01/2021
    FOI 7256 response tables.

  3. Introducing the DBAAT: video transcript [pdf]

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

  4. FCA Defined Benefit Advice Assessment Tool (DBAAT) Licensing Agreement [pdf]

    Corporate documents Published: 15/01/2021
    The right to use the DBAAT is subject to the terms of our Licence Agreement

  5. FCA NSM response schema [xsd]

    Published: 15/01/2021
    FCA NSM response schema.

  6. Approach and rules: DBAAT video transcript [pdf]

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

  7. 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

  8. Completing suitability tabs: DBAAT video transcript [pdf]

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

  9. Completing the information tab: DBAAT video transcript [pdf]

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

  10. Completing the disclosure tab: DBAAT video transcript [pdf]

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