FCA Handbook - PDCOB 11.3 Restrictions on providing data export

You are viewing PDCOB 11.3 Restrictions on providing data export as of . PDCOB 11.3 Restrictions on providing data export was last updated on 30/11/2024.

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PDCOB 11.3 Restrictions on providing data export

A firm must not provide data export to the customer or to itself unless the customer has actively elected to select that specific type of data export.

A firm must not require the customer to agree to data export as a condition of using the qualifying pensions dashboard service.

Restrictions on the content, format and manner of data export

The information exported to the firm by data export must include the customer’s pensions dashboard view data, subject to PDCOB 11.3.4R.

When providing data export to the customer, the firm must not export the customer’s full pension reference.

Where a firm exports a partial pension reference in accordance with PDCOB 11.3.4R, it must make a record of the rationale for the approach taken.

For the purposes of PDCOB 11.3.4R, a firm may choose how many and which digits to omit or obscure.

A firm should transfer the pensions dashboard view data securely to the customer or itself (as applicable). Firms are reminded of their obligation to comply with the principle of integrity and confidentiality in article 5(1)(f) of the General data protection regulation.