post-view services

services, other than data export, that:

  1. (a) can only be accessed by a customer within a qualifying pensions dashboard service and only when the customer selects the choice in accordance with the first column of the table in PDCOB 8.2.8R;
  2. (b) do not take the customer outside of the qualifying pensions dashboard service;
  3. (c) can only be provided by a firm with the permission to carry on regulated pensions dashboard activity; and
  4. (d) meet the requirements of PDCOB 12.3.1R(1).
Glossary Related Taxonomy Legal Instruments