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PDCOB 12.4 Specific fees restrictions in relation to post-view services

PDCOB 12.4.1R

1A firm must not require the customer to pay for, or to agree to pay for, any post-view service as a condition of accessing their pensions dashboard view data.

PDCOB 12.4.2G

1Firms should also refer to the rules on charging in PDCOB 2.5.2R to PDCOB 2.5.8R.

PDCOB 12.4.3R

1If a firm is charging for a post-view service, and the firm offers the same service significantly cheaper or free of charge outside the pensions dashboard platform, a firm must inform the customer of that fact in good time before providing the post-view service.

PDCOB 12.4.4G

1A firm which charges for a post-view service is reminded of its obligations under Principle 12. In particular, a firm which charges for a post-view service should be satisfied that their fair value obligations under PRIN 2A.4, the retail customer outcome on price and value, are met.