DB transfer summary page

Hi all

The FCA's DB transfer summary page for suitability report has fixed wording - you know the one that has the table showing the level of pension income vs the cost of advice/transfer. My issue is that I am working on a case where the recommendation is a partial transfer, so some of the DB income is being retained.

Anyone written a suitabililty report under the post October 2020 regime where a partial transfer has been recommended (niche request I know) that could give me a steer. I'll see if I can get a compliance view too.


Outsourced paraplanner for The Paraplanners.  President of the Scottish Petanque Association


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