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Status: Please note you should read all Brexit changes to the FCA Handbook and BTS alongside the main FCA transitional directions. Where these directions apply the 'standstill', firms have the choice between complying with the pre-IP completion day rules, or the post-IP completion day rules. To see a full list of Handbook modules affected, please see Annex B to the main FCA transitional directions.

advising on a home reversion plan


    the regulated activity, specified in article 53B of the Regulated Activities Order, which is in summary: advising a person if the advice:

      1. (a) is given to him in his capacity as reversion occupier or plan provider or potential reversion occupier or potential plan provider; and
      1. (b) is advice on the merits of his:
        1. (i) entering into a particular home reversion plan; or
        1. (ii) varying the terms of a home reversion plan entered into by him on or after 6 April 2007 in such a way as to vary his obligations under that plan.