- (a) uses information held by the firm providing the projection that is specific to the retail client and is sufficient to create an initial projection for that retail client; and
- (b) enables the retail client to interact with the information used in the initial projection and, at a minimum, the assumptions set out in COBS 19.13.5R(1).
interactive pension simulation
a projection in relation to an in-force personal pension scheme or stakeholder pension scheme communicated to a retail client through a digital pensions calculator that:
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