We have conducted a thorough review of the FCA's Defined Benefit Advice Assessment Tool (DBAAT). This article is relevant for firms who have conducted defined benefit transfer advice prior to 1 October 2020.
The DBAAT is the internal methodology for assessing defined benefit transfer advice that was used by the FCA in their recent thematic review on defined benefit transfers. It comprises an excel workbook and a 104 page Instruction Guide.
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