Pensions Dashboards Update – March 2026

User testing

Phase 2 of consumer testing for the MoneyHelper Pensions Dashboard began on 2 March 2026. The first stage of phase 2 is expected to last 5 months.  Phase 2 will help ensure the dashboard works reliably and will inform improvements to the dashboard service before it is launched to the public. Initial findings from phase 1 were included in the PDP’s December progress update report.

Reporting standards

The PDP has published draft version 2.2 of its reporting standards. The deadline for the consultation has been extended until 20 April 2026.

Understanding the 3 pension status categories

The PDP recently outlined the different pension status categories that will appear on the dashboard: ‘confirmed pensions’ (where a successful match has been made), ‘pending pensions’ (where not all the required pension information can be displayed yet) and ‘pensions that need action’ (where a possible match has been made and additional information is needed to verify it, or where the scheme has returned a code to indicate there has been a match but the user needs to make contact before the scheme provides the user’s information).

Understanding how these categories appear and what they mean will be helpful in supporting preparations for the dashboard rollout.

Questions schemes are asking

PASA recently published key scheme questions and practical answers as dashboards progress from planning into testing phases.

PDP progress update webinar and Q&A

The PDP’s December 2025 webinar discussion of the latest pensions dashboards progress update report and questions and answers from the webinar are available here.

Preparing data for dashboards

The PDP published a blog in January setting out what schemes need to do in relation to data preparation.

Burges Salmon’s Pensions Dashboards Toolkit and Connection Checklist

With the final dashboards connection deadline in October this year, we have designed some helpful products to assist schemes and their sponsors who are navigating the complexities of dashboards connections.

Our pensions dashboards tool is a user-friendly resource designed to digest and summarise the relevant legal requirements, whilst the dashboards checklist sets out the essential steps trustees need to take to ensure compliance.

Please do get in touch here to request access.

If you would like any advice or assistance with dashboards compliance, we are very well placed to help. Please contact Andy Prater, Susannah Young or your usual Burges Salmon Pensions and Lifetime Savings team contact.