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25th September 2017
:: Trustee | The Boardroom | Generic advice for scheme members

Generic advice for scheme members 
 
This page provides links to documents and websites about financial awareness and the development of generic advice that you may find useful. Where there are links to external documents or websites these are included for a variety of reasons, including: 
  • for further relevant information or other key source material
  • for background information
  • for useful practical information
  • for further informed comment.   
 

  Thoresen Review of Generic Financial Advice: final report 3rd March 2008 (PDF) - 98 pages.
Annexes to final report 3rd March 2008 (HTML).
External link to HM Treasury website.
     
  Thoresen Review of Generic Financial Advice: Interim Report 22nd October 2007, (PDF) - 99 pages.
Generic Financial Advice moves a step closer (PDF) - accompanying Press Statement - 6 pages.
External link to HM Treasury website.
     
  Thoresen review announces consumer pilots of generic financial advice 10th September, 2007 (HTML). Single page. External link to HM Treasury website.
     
  Press Release Call for Evidence - Thoresen Review 13th March, 2007 (PDF).
See the 16 page Consultation Document (PDF).
View the accompanying letter (PDF). The deadline for replies to the consultation is 27th April, 2007.
External link to HM Treasury website.
     
  Financial Capability: the Government's long-term approach A 68 page document issued by HM Treasury looking at the issues of advice and the gap that exists for generic advice. January 2007. (PDF)
External link to HM Treasury website.
     
  Generic Financial Advice: Evaluating commercial approaches By Resolution Foundation, this 32 page document written by Alan Goodman explores the commercial viability of providing generic advice. December 2006. (PDF)
External link to the Resolution Foundation website.
     
  Financial Capability in the UK: Delivering Change Released in March 2006, this 24 page FSA document looks at initiatives and programmes that will be rolled out over the next 5 years to improve financial capability in the UK. (PDF) External link to FSA website. 
     
 
Financial Capability in the UK: Establishing a Baseline This 28 page document, released in March 2006 by the FSA details the results of a survey conducted of over 5,300 people and which assess the ability of the financial capability in the UK. (PDF) 
External link to FSA website.
     
  Financial Capability: developing the role of generic financial advice In this 24 page document, the FSA looks at whether and how generic advice can be implimented. Released August 2005. (PDF) External link to FSA website.
     
  Advice and the best way of delivering it A literature survey for the Financial Capability Generic Advice project published by the FSA in August 2005. 25 pages. (PDF) External link to FSA website.
     
 
Building Financial Capability in the UK: the role of advice In this 12 page document, the FSA sets out its working definition of 'generic financial advice'. Released in July 2004. (PDF) 
External link to FSA website.
     
  Building Financial Capability in the UK In this 14 page document, the FSA looks at whether and how generic advice can be implimented. Released in May 2004. (PDF) External link to FSA website.
     
 
 
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