Related provisions for COBS 19.4.8

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To access the FCA Handbook Archive choose a date between 1 January 2001 and 31 December 2004 (From field only).

COBS 19.4.5RRP
(1) 4A firm must give a retail client an open market options statement:(a) if the client asks a firm for a retirement quotation more than four months before the client’s intended retirement date; (b) if a firm does not receive such a request for a retirement quotation, between four and six months before the client’s intended retirement date; or(c) if a retail client with open market options tells a firm that he or she is considering, or has decided:(i) to discontinue an income
COBS 19.4.10RRP
4The reminder must not include an application form for a pension decumulation product.