Pensions Dashboard
Sam_T
Member
Morning
It seems the Pensions Dashboard will be with us at some point in the next 6 months. I have only read snippets about it in the financial press, but I think it could be really important for clients.
A colleague has been involved in beta testing which has allowed them to get a sneak peak of what it will look like from a client perspective. I believe you can still sign up to this here:
https://portal.participantkit.com/e2a317b8-e9dd-4699-a2f3-94d08c8a4f84
Thought this might be useful for paraplanners involved in pensions work.
If anyone else has been involved I would be interested to hear your thoughts.
Cheers
Sam