Important
The Department for Work and Pensions (DWP) has laid the Pensions Dashboards (Amendment) Regulations 2023. A revised staging timeline will be set out in guidance, and all schemes in scope will need to connect by 31 October 2026. The staging timeline will indicate when schemes (by size and type) are scheduled to connect.
While you do not have a scheduled date for connection at the moment, there is still a lot of work involved to prepare for your dashboards duties. We encourage you to use our checklist to see which actions you should already be working on. You can also stay in touch with us to make sure you receive updates from us about dashboards.
While you do not have a scheduled date for connection at the moment, there is still a lot of work involved to prepare for your dashboards duties. We encourage you to make the most of this time.
You can use this checklist to ensure you are on track to meet your duties. We encourage trustees and administrators to work together and use the checklist.
Download a Word version of the dashboards preparation checklist
| Preparation checklist | Relevant guidance | Your status comments |
|---|---|---|
| Start now: data tasks to match people with their pensions | ||
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Understand what personal data you will receive from the digital architecture to help you match members to their pensions |
Matching people with their pensions | |
| Assess the quality and digital accessibility of personal data in your records | Matching people with their pensions | |
| Consider which data items you will use to confirm matches are made or that there are possible matches | Matching people with their pensions | |
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Where your member personal data needs improving, put plans in place to deliver the improvements |
Matching people with their pensions | |
| Start now: data tasks to provide information to members | ||
| Understand what data you will need to return to members and by when | Information to provide to members | |
| Assess the quality and digital accessibility of the data that will be provided to your members | Information to provide to members |
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| Consider how you will calculate the value data so that it is provided in line with dashboard requirements – calculated in line with AS TM1 or scheme rules, and sufficiently recent | Information to provide to members | |
| Where value data is not in line with dashboard requirements, put plans in place to ensure you can meet your dashboard duties |
Information to provide to members |
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| Start now: general tasks | ||
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Establish pensions dashboards as a regular agenda item at board meetings |
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Discuss pensions dashboards with your administrator and other relevant parties (such as software provider, actuary, legal adviser, employer, additional voluntary contribution provider) to develop and agree practical delivery plan according to your scheme-specific situation |
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Explore your route to connection – either building your own interface or using a (new or existing) third-party solution |
Connecting to pensions dashboards - choosing a digital interface |
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If required, appoint new suppliers or revise contracts for existing suppliers |
Connecting to pensions dashboards - choosing a digital interface | |
| Ongoing actions | ||
| Stay up to date with developments to the regulations, Money and Pensions Service standards and our guidance | Stay in touch with developments | |
| Check that your team and suppliers are on track to deliver | Overview - working with advisers and providers | |
| Record key decisions and progress as per your existing governance processes | Ongoing connection and record-keeping requirements | |
| Review and update your Data Protection Impact Assessment (DPIA) in line with your data improvement plan | Matching people with their pensions - preparing your data for matching | |