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PDCOB 9.5 Restrictions on changes to the pensions dashboard platform

PDCOB 9.5.1R

1A firm must ensure that the pensions dashboard platform is not capable of being altered, modified or edited by another person.

PDCOB 9.5.2R

1A firm must ensure that, when a customer accesses the firm’s pensions dashboard platform under the third-party dashboard arrangement, no part of the third-party dashboard access provider website or other application or similar is visible alongside the pensions dashboard platform.

PDCOB 9.5.3G

1Under PDCOB 12.2.1R, a firm is not permitted to allow any other person to offer post-view services.