PDCOB 5.5 Disclosure information in relation to view data

Immediately prior to the customer accessing their pensions dashboard view data, a firm must communicate to the customer the limitations of pensions dashboard view data, including that:

1. (1)

   value data is supplied for illustrative purposes and the actual value could be higher or lower than those supplied;

2. (2)

   the projected values are indicative of what a customer could receive, and are not guaranteed;

3. (3)

   assumptions have been used to estimate the projected values;

4. (4)

   projected values may change (increase or decrease) and may be influenced by changes in investment performance, contributions and the date the customer decides to take their pension;

5. (5)

   more up-to-date figures and more details may be available from the pension provider or scheme administrator;

6. (6)

   all figures are shown before tax; and

7. (7)

   pensions dashboard view data may not be available in respect of some pensions.