PDCOB 5.1 Purpose

1This chapter requires firms to provide certain information and warnings to customers when they are using a pensions dashboard platform to enable them to understand the nature, limitations and risks relevant to the different stages of the pensions dashboard platform. This should manage customer expectations and support informed decision-making.

Save for the information set out in PDCOB 5.5.1R, firms can determine the specific point in time to provide the information and warnings which they would consider to be the most appropriate and effective, so long as it is provided by the points set out in the rules.