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Preparing to connect: checklist

There will be significant work involved in successfully connecting a scheme to pensions dashboards. Regardless of your connection deadline you are strongly advised to start preparing as soon as possible. It could take at least 12 to 18 months to prepare.

You can use the checklist below to ensure you are on track to meet your duties.

Checklist Due Completed?
Connection
I know my connection deadline. ASAP (check again when regulations are final)  
I have selected my route to connection — building my own interface or using a (new or existing) third party’s solution. 12 to 18 months before deadline
 
If connecting directly — I am familiar with the Pension Dashboard Programme’s connection process and have registered my intention to connect directly with them.
12 to 18 months before deadline
 
If connecting directly — I have started the connection process.
6 to 9 months before deadline  
I have considered whether I want to connect early. 6 to 12 months before deadline  
If connecting through a third party — I am familiar with the Pensions Dashboards Programme’s connection process and have all the necessary information and support in place to connect
6 weeks before deadline  
Governance
I have read TPR’s guidance on pensions dashboards and am staying up to date with developments to the regulations, MaPS standards and TPR guidance.
ASAP  
Pensions dashboards are a regular agenda item at our board. ASAP  
I have discussed pensions dashboards with my administrator and other relevant parties (such as software provider, actuary, legal adviser, employer, AVC provider). ASAP  
I have set aside a budget for pensions dashboards work. 12 to 18 months before deadline  
I have appointed the new suppliers and / or revised contracts for an existing suppliers. 12 to 18 months before deadline  
I have assured myself that my team / suppliers are on track to deliver. Ongoing
 
My supplier / administrator has put in place resources and processes to deal with member queries arising from the use of dashboards. 0 to 3 months before deadline  
Matching savers to their pensions
I understand what personal data I will receive from the system to help me match members to their pensions.
ASAP  
I have assessed the accuracy and digital accessibility of this data in our records. ASAP  
I have put in place plans to improve the accuracy and digital accessibility of this data (if required). ASAP  
I have considered which data items I will use to confirm that matches are made or that there may be a match. 6 to 12 months before deadline  
I have delivered improvements to data accuracy and I have processes in place to ensure this is maintained. 0 to 3 months before deadline  
All relevant data is now digital and I have processes in place to ensure this is maintained. 0 to 3 months before deadline  
I have confirmed and recorded my matching policy. I have produced or updated my Data Protection Impact Assessment. 0 to 3 months before deadline  
Providing pension information to savers
I know what data I will need to return to members and how to calculate values, including how recent the calculations must be. ASAP  
I have assessed whether my data is accurate, calculated in line with the requirements, sufficiently recent and digitally accessible. ASAP  
I have put plans in place to ensure that the data is accurate, calculated in line with the requirements (including forthcoming changes to AS TM1) and digitally accessible. ASAP  
Where value information is out of date, I have decided whether I will calculate this value in advance or on request and I have put plans in place to deliver this. 6 to 12 months before deadline  
I have delivered any changes and improvements required to ensure the data I provide is accurate, calculated in line with the legal requirements and sufficiently recent. I have processes in place to ensure this is maintained. 0 to 3 months before deadline  
All relevant data is now digital and I have processes in place to ensure this is maintained. 0 to 3 months before deadline  
Failing to comply with pensions dashboards duties
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