Pension transfers and opt outs review phase 2: Policy statement and model guidance

Main documents

Introduction:

Policy Statement and Model Guidance [ PDF | 56 KB | 19 pages ]

Appendix D (Rebate-only):

Letter to send to rebate only investors [ PDF | 41 KB | 14 pages ]

Appendix E (Rebate-only):

Factsheet - Your Pension: [ PDF | 19 KB | 3 pages ]
Important information (Draft version only. The final version is available from the FSA Publications Department, tel: 020 7066 3298, as mentioned in paragraph 32 of the Guidance)

Annex F (Rebate-only - factsheet respondents):

Letter to send to rebate-only investors - factsheets respondents [ PDF | 12 KB | 2 pages ]

Glossary

Glossary [ PDF | 14 KB | 2 pages ]