Pensions Regulatory Guidelines

an open book on a dark wood table

Guidelines establish principles or practice guidance that regulated entities and individuals are expected to implement or follow.

Guidelines in the regulation of financial institutions are often based on national and international best practices or standards.

Guidelines for licensees and registrants represent BCFSA’s ideal way for regulated entities and individuals to meet regulatory requirements, by achieving compliance in a manner that prioritizes consumer protection and the public interest. Such guidelines assist registrants in complying with regulatory requirements.

BCFSA encourages Plan Administrators, subject to the Pension Benefits Standards Act and its regulation and other BCFSA guidelines, to follow CAPSA’s guidelines when meeting fiduciary responsibilities in the administration of their pension plans. Please refer to the CAPSA Guidelines.

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Draft Information Security Guideline for B.C. Pension Plan Administrators (will open in a new tab)

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Multi-Employer Pension Plans – Best Practices Guideline (will open in a new tab)

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Guideline - PfAD for Pension Plans with a Target Benefit Provision (will open in a new tab)

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Outsourcing Guideline (will open in a new tab)

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Information Security Guideline (will open in a new tab)

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Summary of Consultation Feedback - Outsourcing (will open in a new tab)

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Summary of Consultation Feedback - Information Security (will open in a new tab)

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Records Retention Guideline (Pensions) (will open in a new tab)

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