Date-stamp loading
Published date: 27 March 2024

CP24/4*** - Further consultation on the regulatory framework for pensions dashboard service firms

Closed
8 May 2024

View this consultation in the FCA tracker table

Operating a pensions dashboard service is a new regulated activity. We are consulting on new guidance for firms undertaking this new activity and 2 changes to the rules we originally proposed for these firms in CP22/25.


CP24/4***

Why we are consulting

We are proposing to include guidance in our Perimeter Guidance Manual (PERG) to help firms understand the scope of this new regulated activity and when FCA authorisation and permission is required. We are also inviting feedback on 2 proposed changes to our proposals in CP22/25

Who this is for

This consultation primarily affects firms interested in operating a pensions dashboard service and who will need to get the new regulatory permission.

It will also be of interest to:

  • bodies that want to help their customers, members or other consumers, to find and use a pension dashboard service, for example, employers and charities 

  • pension providers, trustees and administrators who will be s