FCA confirms finalised guidance for advising on DB transfers

Released 25 March 2021

The Financial Conduct Authority (FCA) has published Finalised Guidance on advising on defined benefits (DB) transfers, incorporating some amendments and additions to the draft guidance published in June 2020.

The FCA and The Pensions Regulator (TPR) have also published a Guide for Employers and Trustees. This sets out what employers and trustees can do to help members with financial matters, without needing to be authorised by the FCA, including examples to illustrate what they can and cannot do.

Further information, including links to the publications, can be found at https://www.fca.org.uk/news/news-stories/fca-confirms-finalised-guidance-advising-defined-benefit-transfers.

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