AF7 Technical guides

The notes are split into six parts. Part 6 has been updated to take account of the post October 1 2020 rules. In addition there are links to useful external material

FCA Policy June 2020

These are the latest set of FCA rules that come into effect on October 1 2020. For that reason they will be tested in all exams in 2021

CETV calculator

Old Mutual Transfer Value Comparator

FOS newsletter of DB transfers

TPR checklist for trustees of ceding schemes

FCA video August 2019

Death Benefits flowchart