PDCOB 5.4 Disclosure warnings about the possibility of scams

1On each occasion that the customer uses the pensions dashboard platform, a firm must display the following:

1. (1)

   a message warning the customer that if they are approached by a third party who asks for the customer’s data or asks to screen share, the customer should check who they are dealing with;

2. (2)

   a message warning the customer about the risks of:

   1. (a)

      screen sharing with a third party; and

   2. (b)

      giving a third party access to the customer’s device, including remote access;

3. (3)

   an explanation that a third party with control of the customer’s device can access and control more than what is visible on the screen, including one or more examples of what a third party can access remotely on a customer’s device; and

4. (4)

   a reminder to the customer:

   1. (a)

      to think carefully about whether the third party needs to see the information on the screen; and

   2. (b)

      that pensions dashboard view data is sensitive, valuable and should be kept safe.