What will we cover?
Offering a pensions dashboard opens the door to a huge range of opportunities for pension providers, banks, and other financial institutions alike.
But, building one is no small task.
We’ll be taking you through the various regulations you’ll need to consider and comply with before you can offer your customers a dashboard.
Key topics:
Your FCA Variation of Permission application
What do you need to submit?
How long will it take?
What Post View Services might you offer?
Where does Consumer Duty fit into the application?
The PDP Design & Data Standards
What do the design standards cover?
What do the data standards cover?
How will this impact the build of your dashboard?
How can you comply?
Compliant connection to the Central Digital Architecture and Pension Providers
How will your users verify their identity?
What protocols do you need to follow to allow people to find their pensions?
How will you connect to individual pension providers?
How will you maintain compliance and security?
If you’re looking to stay ahead of the curve in the evolving Pensions Dashboards landscape, register now for a jam-packed hour of expert insight.
Who is this webinar for?
This session is for people involved or interested in becoming a Pensions Dashboard Provider.