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Retirement Outcomes Review Interim Report: Annex 4 Consumer research for fully withdrawn pension pots Prepared by IFF for the Financial Conduct Authority (FCA) 8 March 2017Interim Report: Annex 4Contents Executive

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What is retirement outcomes review?

The retirement outcomes review is a process that evaluates and assesses the performance and outcomes of retirement plans.

Who is required to file retirement outcomes review?

Employers who offer retirement plans are required to file retirement outcomes review.

How to fill out retirement outcomes review?

Retirement outcomes review can be filled out by providing detailed information on the performance and outcomes of the retirement plan.

What is the purpose of retirement outcomes review?

The purpose of retirement outcomes review is to ensure that retirement plans are meeting the needs of employees and are being managed effectively.

What information must be reported on retirement outcomes review?

Information such as plan performance, investment options, fees, and participant outcomes must be reported on retirement outcomes review.

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