The Financial Services Regulatory Authority of Ontario (FSRA) is responsible for supervising and regulating a broad range of financial service sectors. FSRA issues guidance to make it easier for the public, new entrants and incumbents to understand what is legally binding, what is FSRA’s interpretation or application of law and what information is designed to be helpful. All guidance is issued in accordance with FSRA's Guidance Framework.

The following table lists Active guidance. Use the filters to search the table or enter text in the search field. Please reach out to our contact centre if you require assistance.

Note: 

  • To find inactive guidance select “inactive from the “Status” filter.
  • For information on inactive / Inherited guidance, follow this link Inherited Guidance
Showing 401 to 500 of 704 entries
Status Category Sort descending Guidance Number Guidance Name
Inactive Locked-in Accounts PE0485ORG Locked-In Retirement Income Funds (LRIFs)
Inactive Locked-in Accounts PE0644ORG Financial Hardship Unlocking Questions & Answers (2012 - 2014)
Inactive Locked-in Accounts PE0645ORG Eligibility for Financial Hardship Access to Locked-In Funds (2000)
Inactive Locked-in Accounts PE0646ORG Financial Hardship Unlocking Fees (2009)
Inactive Locked-in Accounts PE0647ORG Financial Hardship Unlocking Fees
Active Locked-in Accounts PE0678ORG FAQs on Locked-in Retirement Income Funds (LRIFs)
Active Locked-in Accounts PE0679ORG FAQs on Locked-in Retirement Accounts (LIRAs)
Active Locked-in Accounts PE0680ORG FAQs for Financial Institutions (LIFs and LRIFs)
Active Locked-in Accounts PE0681ORG FAQs: Option to Transfer Money from a Locked-in Account to an Unlocked vehicle
Active Locked-in Accounts PE0682ORG FAQs on the Effects of Changes on Other Unlocking Applications
Inactive Locking in PE0497ORG Application of Pre and Post 1987 Vesting And Locking-In Rules
Inactive Locking in PE0486ORG Shortened Life Expectancy
Inactive Locking in PE0487ORG Interest Locked in
Inactive Locking in PE0488ORG Locked-in RRSP Can Purchase Annuity At Age 55
Inactive Locking in PE0489ORG Effect Of Legislation on Locked in RRSP Funds
Inactive Locking in PE0490ORG How to Administer Locked-In Money as a Pension
Inactive Locking in PE0491ORG Locked-in RRSP Funds - Annuities
Inactive Locking in PE0492ORG Locked-in RRSP Cannot Be Transferred To A RRIF (also ref: Life Income Fund)
Inactive Locking in PE0493ORG Locking In of Pension Funds When Member Leaves the Country
Inactive Locking in PE0494ORG On Termination
Inactive Locking in PE0495ORG Non-Redeemable RRSP Investment
Inactive Locking in PE0496ORG Self-Directed RRSPs And Home Mortgages
Active Membership PE0154ORG Eligibility for Membership in a Pension Plan
Active Membership PE0155ORG Class of Employees
Active Membership PE0156ORG Separate Pension Plan for Part-Time Employees - Reasonably Equivalent Pension Benefits and Other Benefits
Active Membership PE0157ORG Mandatory versus Optional Membership in a Pension Plan
Active Membership PE0219ORG No Transfer Rights on Suspension of Plan Membership
Active Membership PE0220ORG Cessation of Member Contributions
Active Membership PE0221ORG Amendment to Terminate Membership not Permitted
Active Membership PE0222ORG Termination of Plan Membership Without Termination of Employment
Inactive Membership PE0499ORG Separate Pension Plan for Part-Time Employees - Reasonably Equivalent Pension Benefits and Other Benefits
Inactive Membership PE0370ORG Clarification (formerly Interpretation Bulletin I)
Inactive Membership PE0371ORG Class and Eligibility
Inactive Membership PE0372ORG_ Individuals
Inactive Membership PE0373ORG More Advantageous Pension Benefits or Ancillary Benefits Permitted
Inactive Membership PE0374ORG Requirements For Full and Part-Time Employees
Inactive Membership PE0375ORG Part-time Employees and YMPE Test
Inactive Membership PE0376ORG Seasonal Workers
Inactive Membership PE0380ORG Deadline for Membership Not Acceptable
Inactive Membership PE0498ORG Deadline For Membership Not Acceptable
Inactive Membership PE0500ORG Mandatory vs Voluntary - PBA, 1987 c. 10(1)2, s. 26
Inactive Membership PE0501ORG Mandatory and Voluntary - Changes After Effective Date
Inactive Membership PE0502ORG No Transfer Rights on Suspension of Plan Membership - PBA, 1987 ss. 64(1)
Inactive Membership PE0503ORG Students Generally Not Eligible - PBA s. 1(1)
Inactive Miscellaneous PE0029ORG Archived Content
Active Miscellaneous PE0039ORG Don't let pension information be a mystery
Active Miscellaneous PE0041ORG Consumer Brochures
Active Miscellaneous PE0042ORG Know the facts about your registered pension plan
Inactive Miscellaneous PE0043ORG Lester Wong, FSCO's Interim Deputy Superintendent, Pensions
Inactive Miscellaneous PE0044ORG FSCO Deputy Superintendent of Pensions: Statement on pension plans in Ontario
Inactive Miscellaneous PE0046ORG e-Blasts: Pensions
Inactive Miscellaneous PE0047ORG e-Blasts: Pensions
Inactive Miscellaneous PE0050ORG Fact Sheets: News Segments
Inactive Miscellaneous PE0068ORG FSCO - Pension Stakeholder Consultations
Inactive Miscellaneous PE0069ORG Information Sessions
Inactive Miscellaneous PE0073ORG Webinars
Inactive Miscellaneous PE0082ORG Legislative and Regulatory Changes
Active Miscellaneous PE0083ORG Legislative Changes July 1, 2012
Inactive Miscellaneous PE0103ORG FSRA Pension Plan Information Access
Inactive Miscellaneous PE0104ORG Consultations and Proposed Legislation
Inactive Miscellaneous PE0105ORG Pensions
Inactive Miscellaneous PE0106ORG Indalex Supreme Court Decision
Inactive Miscellaneous PE0108ORG Helpful Links
Inactive Miscellaneous PE0109ORG Pension Decisions
Inactive Miscellaneous PE0112ORG A Guide To Understanding Your Pension Plan
Inactive Miscellaneous PE0113ORG Pension Bulletins (Prior to October 2009)
Active Miscellaneous PE0114ORG Superintendent Consents (from 2009 onwards)
Active Miscellaneous PE0115ORG Superintendent Declarations (from 2009 onwards)
Active Miscellaneous PE0116ORG Superintendent Notices of Intended Decision (from 2009 onwards)
Active Miscellaneous PE0117ORG Superintendent Orders (from 2009 Onwards)
Inactive Miscellaneous PE0184ORG Active Pension Policies
Inactive Miscellaneous PE0185ORG InActive Pension Policies
Inactive Miscellaneous PE0186ORG Pension Policies
Inactive Miscellaneous PE0187ORG Previous Policy Reviews
Inactive Miscellaneous PE0188ORG Pension Policy Review Project
Inactive Miscellaneous PE0189ORG Pensions
Active Miscellaneous PE0193ORG Pension Scams Cost You More than Retirement Savings
Active Miscellaneous PE0194ORG Beware of Scams Involving Your Retirement Savings, Regulators Warn
Active Miscellaneous PE0285ORG FAQs on the Most Significant Changes under Bill 120 in force on December 8, 2010 and July 1, 2012
Active Miscellaneous PE0286ORG Bill 236, Pension Benefits Amendment Act, 2010 - Frequently Asked Questions
Active Miscellaneous PE0291ORG Nortel Ontario Beneficiary Direction, Consent & Waiver
Inactive Miscellaneous PE0409ORG Winter 1995 Bulletin
Inactive Miscellaneous PE0410ORG Spring 1995 Bulletin
Inactive Miscellaneous PE0411ORG Summer 1995 Bulletin
Inactive Miscellaneous PE0412ORG Winter - Spring 1996 Bulletin
Inactive Miscellaneous PE0413ORG Fall-Winter 1997 Bulletin
Inactive Miscellaneous PE0414ORG Pension Plan Survival and the PCO A Two Way Street
Inactive Miscellaneous PE0415ORG Fiduciary Responsibility - A Regulator's Viewpoint
Inactive Miscellaneous PE0416ORG PCO Affected by Government Constraints New Approach to Communications Adopted
Inactive Miscellaneous PE0417ORG Invitation to Serve on Advisory Committees to the PCO
Inactive Miscellaneous PE0418ORG PCO Advisory Committee Members
Inactive Miscellaneous PE0419ORG Publication of Decisions made under the Pension Benefits Act, R.S.O. 1990, c. P.8
Inactive Miscellaneous PE0514ORG 1) How To Get Assistance from the PCO 2) Telephone Enquiries to the PCO
Inactive Miscellaneous PE0515ORG Contacts for Assistance - AIR and PBGF Assessment Certificates
Inactive Miscellaneous PE0516ORG How to Obtain Forms and Publications On and After September 15, 1994 (Distribution from Oshawa)
Inactive Miscellaneous PE0517ORG Tips for Dealing with the PCO
Inactive Miscellaneous PE0519ORG No Civil Collection By PCO
Inactive Miscellaneous PE0523ORG Communications Between the PCO and Plan Administrators
Inactive Miscellaneous PE0525ORG Records Maintenance and Retention
Inactive Miscellaneous PE0526ORG Applications Received Prior to January 1, 1996 - Procedures for Resolution