The notes are split into six parts.. In addition there are links to useful external material
- Part 1: What DB schemes offer
- Part 2 Flexible Benefits
- Part 3: Early leavers and rights to a transfer value.
- Part 4: Giving appropriate advice
- Part 5: Ensuring income is sustainable
- Part 5 Compliance issues
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
Old Mutual post April & October 2018 compliance guide
Old Mutual Transfer Value Comparator
FOS newsletter of DB transfers