Seven steps to a practical pensions dashboard - with comment from Liz Coyle

28 Apr 2016

Exploring the challenges and rewards of creating a user-friendly pensions dashboard for your clients.

In the Financial Advice Market Review, there was a recommendation for HM Treasury to “challenge the industry” to produce a pensions dashboard for consumers.

The proposal is to create a consumer-friendly “digital interface”, which will display information about all of an individual’s pension savings in one place.

 

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