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Miscellaneous documents
Persistency Surveys
Miscellaneous - 2007
2008
2007
2006
2005
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Date
Subject
December
Finance in and at retirement – results of our review
[PDF]
December
Rates of return for FSA prescribed projections
[PDF]
December
FSA Mock Sales (PPI) - New ICOB Test
[PDF]
Powerpoint presentation of the results of research carried out by Opinion Research Corporation International
December
Experimental Evidence on Salesmanship, Mandatory Disclosure and the Purchase of Income and Loan Payment Protection Insurance
[PDF]
Report by Professor David de Meza, Dr Bernd Irlenbusch and Professor Diane Reyniers of the London School of Economics and Political Science
December
How we evaluate our performance - the Outcomes Performance Report and developments in our approach since 2002
[PDF]
December
Letter of clarification: reattribution of inherited estates
[PDF]
December
The Treasury CommitteeFinancial Stability and Transparency Memorandum from the Financial Services Authority (FSA) and the Financial Services Compensation Scheme (FSCS)
[PDF]
December
FSA Simplification Plan update
[PDF]
December
CRA Report:
Commercial insurance commission disclosure: Market Failure Analysis and high level Cost Benefit Analysis
[PDF]
November
Islamic Finance in the UK: Regulation and Challenges
[PDF]
November
The proposed transfer of the with-profits annuities of The Equitable Life Assurance Society to the Prudential Assurance Company Limited
November
Two month review of unauthorised overdraft charges complaints handling waiver
[PDF]
November
Treating customers fairly: measuring outcomes
[PDF]
November
Analysis of activity in the energy markets 2007
[PDF]
November
2007 Survey of the Persistency of Life and Pensions policies
[PDF]
October
Recent Turbulence in Global Financial Markets and Northern Rock's Liquidity Crisis Memorandum from the FSA to the Treasury Committee
[PDF]
October
Co-operation Arrangements between the Financial Services Authority and Lloyd's
[PDF]
September
Good and poor practices in Key Features Documents
[PDF]
September
Understanding the basics of the new Conduct of Business sourcebook (COBS) for retail markets
[PDF]
September
Reporting of Funds Under Management for Private Equity and Venture Capital Firms
[PDF]
August
Barclays Bank PLC, trading under the name of Woolwich (Barclays Bank PLC)
[PDF]
August
Undertaking: Hayburn Rock Associates Ltd
[PDF]
July
FSA process guide to decision making on Schemes of Arrangement for insurance firms
July
FSA Decision Notice: Portman Building Society / Nationwide Building Society
[PDF]
July
Treating customers fairly - a guide to management information
[PDF]
July
Treating customers fairly - culture
[PDF]
July
Letter to the Chief Financial Officer / Finance Director of Listed Companies
Financial Reporting Procedures in Listed Companies
[PDF]
July
Automated Anti-Money Laundering Transaction Monitoring Systems
[PDF]
July
Good Practice Examples – Interest-only mortgages
[PDF]
July
Mortgages running into retirement Examples of good and poor practice for mortgage lenders
[PDF]
June
Oxera report:
Assessment of the benefits of the FSA suitability letter
[PDF]
May
CRA Report: An Empirical Investigation into the Effects of the Menu
[PDF]
May
Building Society Statistics for 2006
May
The FSA's Pillar 2 assessment framework
May
Insurance Sector Briefing: Quality of post-sale communications in the life sector and availability of ongoing advice to with-profits policyholders
[PDF]
May
Treating Customers Fairly Initiative: Progress Report
[PDF]
April
General Insurance Telephone Sales: Results of thematic work
[PDF]
April
Principles-based regulation - Focusing on the outcomes that matter
[PDF]
March
Growth in Commodity Investment: risks and challenges posed for commodity market participants
[PDF]
March
ICOB review
February
Report by Europe Economics
The Training and Competence Sourcebook Review
[PDF]
February
Letter to the Independent Banking Code Review
FSA Submission to the 2007 Review of the Banking Code
[PDF]
February
Letter to regulated firms conducting lifetime mortgage business
Lifetime Mortgages - firms carrying out low volumes of business
[PDF]
January
Review of firms' approach to time barring mortgage endowment complaints (MECs)
[PDF]
January
Fairness of terms in consumer contracts: Statement of good practice on mortgage exit administration fees (MEAFs)
[PDF]
January
Market Wide Exercise 2006 Executive summary
[PDF]