AF7 Technical guides

The notes are split into six parts.. 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 won’t be tested until the April 2021 exam

CETV calculator

Old Mutual post April & October 2018 compliance guide

Old Mutual Transfer Value Comparator

FOS newsletter of DB transfers

TPR checklist for trustees of ceding schemes

FCA video August 2019

Death Benefits flowchart