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When your scheme needs to connect with dashboards

Pension schemes will connect to dashboards over time according to their size and type. The current proposed deadlines are set out in the draft regulations. Check the final regulations when they are published later this year to confirm your deadline.

Your connection deadline is calculated based on the total number of active and deferred members across all sections of the scheme at the scheme year end that fell between 1 April 2020 and 31 March 2021. You should not include pensioner members in your count.

Under the current proposals, the first schemes will be required to connect from June 2023. Once connected, you will not usually be able to disconnect from dashboards.

Large schemes Medium schemes Small and micro schemes
1,000+ active and deferred members, and all master trusts, public service and collective defined contribution schemes.
100 to 999 active and deferred members.
99 or fewer active and deferred members.
Staging dates between June 2023 and September 2024.
Staging dates between October 2024 and October 2025.
These schemes are not in scope of the draft regulations but they may be included in future legislation. They can apply to connect on a voluntary basis.

You will have a window of one month before your deadline in which to connect to the system (sometimes referred to as the ‘connection window’). If your scheme is one of the largest master trusts with a deadline of 30 June 2023 you will have a window of three months.

You can choose to connect earlier than your window, subject to the approval of the Money and Pensions Service (MaPS). Small and micro occupational schemes can also apply for permission to connect on a voluntary basis. MaPS will be issuing guidance on early and voluntary connection in the coming months.

You may be able to apply to the Department for Work and Pensions (DWP) for a one-off deferral to your connection deadline where you are in the process of changing administrator. You will need to do this within 12 months of the regulations coming into force and will need to demonstrate that it will be disproportionately burdensome or put the personal data of members at risk to connect by your deadline. The maximum deferral you can receive is 12 months. The DWP will provide more information on this process in the autumn.

1. Overview
Connecting to pensions dashboards