Pension transfers and opt outs review phase 2: Optional simplified approach to testing for Financial Viability of transfer cases

Main documents

Pension transfers and opt outs review phase 2: [ PDF | 140 KB | 9 pages ]
Optional Compliance Test for transfer cases

Appendix C - Investor Materials

Letter to send to Investors [ PDF | 14 KB | 1 pages ]
Investor questionnaire [ PDF | 18 KB | 3 pages ]
Factsheet: Pensions Review: Important information about your pension transfer [ PDF | 21 KB | 4 pages ]

Appendix D

Process map for dealing with the completed investor questionnaire [ PDF | 24 KB | 6 pages ]
Order form for factsheets [ PDF | 12 KB | 1 pages ]

Glossary

Glossary [ PDF | 14 KB | 2 pages ]