Graeme Bold says industry will need to adjust member engagement based on demographics
Wealth at Work says dashboards are ‘only part of the picture’ regarding people’s finances
Modification means firms will be COBS 19.11 compliant when they connect to CDA
Progress update report sets out the steps taken to update dashboard standards
Firm’s survey found just 39% have a ‘project plan’ in place for dashboards
Dashboard staging dates, WPC report on DB schemes and general code comes into force
Paul Maynard believes programme will ‘fundamentally change’ retirement
Guidance sets out issues to consider if applying for a deferral of the connection deadline
The firm warned trustees to meet the challenge of data readiness as buyout nears
Consultancy said it is ultimately trustees’ responsibility to get processes in order