Information Products
Leaflets
- What the FAS means for you (FAS P1 - August 2008) (192KB)
- Guidance for trustees regarding the Financial Assistance Scheme Halting Annuitisation Regulations 2007 (37KB)
The Financial Assistance Scheme S1 Desk Aid (81KB) is a brief guide to completing the S1 form and should be used in conjunction with both versions of the FAS P4
- The Financial Assistance Scheme - A guide to completing form S1 for Initial Payments (FAS P4 - October 08) (122KB)
- The Financial Assistance Scheme - A guide to completing form S1 for Annual Payments (FAS P4 - October 08) (146KB)
- The Financial Assistance Scheme - Ill Health (FAS P5 – July 08) (156KB)
Forms
These forms are provided for information only and should not be printed and used to submit an application to the FAS.
- FAS A1 (36KB)
- FAS A1 (Welsh version)(36KB)
- FAS A2 (151KB) Personal details form
- FAS A2(S) (144KB) Personal details form for survivors
The forms below can be used to apply for approval to purchase annuities:
- Application for approval to purchase annuities (FASOU 26) (35KB)
- Notification of exemption form (FASOU 27) (25KB)
Publications
- The Financial Assistance Scheme Annual Report, 2007-08 (149KB)
- The Financial Assistance Scheme Annual Report, 2006-07 (92KB)
Technical Bulletins
Increasing FAS Payments
- Issue Number 5 – 9 October 2008: Subject: Provision of Information – Form S1 (58KB)
- Issue Number 4 – 14 March 2008: Changes to FAS, the Level of Assistance Payments and Additional Data Requirements (36KB)
- Issue Number 3 – 2 October 2007: Contracted Out Post97 Rights (22KB)
- Issue Number 2 – 17 September 2007: Money Purchase with a GMP Underpin (21KB)
- Issue Number 1 – 11 September 2007 Transfers and Trivial Commutation (30KB)
Trustee Updates
- 12 August 2008 – New Stewardship Arrangements (43KB)
- 28 July 2008 – Financial Assistance Scheme (Miscellaneous Amendments) Regulations 2008 (400KB)
- 30 May 2008 – Financial Assistance Scheme – Halting Annuitisation (109KB)
- 6 March 2008 – Ministerial Statement from Mike O’Brien Minister of State for Pension Reform, and consultation overview (81KB)
- 21 December 2007 – Message to all Data Providers (31KB)
- 21 December 2007 – The FAS Review of Scheme Assets – Final Report (56KB)
- December 2007 – The Financial Assistance Scheme (Miscellaneous Amendments) Regulations 2007 (33KB)
- 30 November 2007 – Applications to Annuitise – information regarding pre - discontinuance pensioners (20KB)
- 26 September 2007 Further guidance for trustees regarding the Financial Assistance Scheme Halting Annuitisation Regulations 2007(SI 2007/2533) (44KB)
- 6 September 2007 – Halting Annuitisation Regulations and consultation exercise regarding the draft Financial Assistance Scheme (Miscellaneous Amendments) Regulations 2007 (28KB)
- 27 July 2007 – Halting Annuitisation Regulations and Cut Off dates for Insolvency Events (22KB)