Home FCA Handbook PDCOB PDCOB 8 PDCOB 8.3 Timing of the choice architecture
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PDCOB 8.3 Timing of the choice architecture

30/11/2024R

A firm must ensure that it gives a customer the choices in accordance with PDCOB 8.2.1R, and PDCOB 8.2.5G, PDCOB 8.2.6R and PDCOB 8.2.9R where relevant, each time they have accessed any of the following:

  1. (1)

    pensions dashboard view data;

  2. (2)

    post view services; or

  3. (3)

    data export to the customer in accordance with PDCOB 11.2.1R(1).