Pensions Dashboards – Toolkit and Connection Checklist

Helping schemes prepare for pensions dashboards connection.

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Overview Dashboards tool Connection checklist Request access

Practical resources to support trustees with their pensions dashboard obligations.

We are thrilled to launch our Pensions Dashboards Tool and Connection Checklist, both useful resources designed to assist trustees and employers of occupational pension schemes in navigating the complexities of pensions dashboards compliance. This interactive guide covers a wide range of topics, including data requirements, record-keeping, reporting requirements, cyber and data protection, consequences of non-compliance, and more.

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“We are pleased to launch our Pensions Dashboards Tool, now freely available upon request via the Burges Salmon website. This user-friendly resource is designed to help trustees navigate the complexities of pensions dashboards compliance with confidence. Accompanying the tool, the Connection Checklist sets out the essential decisions and actions trustees need to take to connect to the dashboard ecosystem and fulfil their compliance obligations.”

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Andy Prater Director, Burges Salmon

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Pensions Dashboards Tool

The Pensions Dashboards Tool provides detailed insights into:

  • The entities involved: Get to know the roles of various entities such as MaPS, PDP, TPR, FCA and PASA
  • Connection timeline: Understand the key dates and steps required to connect your scheme to the dashboard ecosystem
  • Data preparation: Learn how to prepare and manage your data to ensure compliance and accuracy
  • Cyber and data protection: Understand the main cyber and data protection risks and how to mitigate them
  • Ongoing requirements: Stay informed about the obligations and standards set by DWP, TPR and MaPS
  • Trustee duties: Gain clarity on the responsibilities and considerations for trustees and the consequences of non-compliance

This tool is designed to be user-friendly and informative, providing a comprehensive overview while summarising and generalising the legal requirements. It can be used to assist with your scheme’s compliance and enhance your understanding of the pensions dashboards requirements.

Pensions Dashboards Connection Checklist

Our Pensions Dashboards Connection Checklist has been designed to include the key decisions and actions required by trustees to ensure they are able to connect to the dashboard ecosystem and comply with their obligations. It can be used to record decisions which have been made and to track future actions.

The topics covered include:

  • General governance
  • Digital interface and connection
  • Trustee knowledge and understanding
  • Engagement with relevant parties and suppliers
  • Record-keeping
  • Risk and internal policies
  • AVCs
  • Member Communications
  • Data matching
  • Providing Information to members
  • Ongoing and post-connection actions

The checklist can be used to assist trustees and employers of occupational pension schemes with the complex process of dashboard connection and ongoing compliance.

Request access

To request access to our pensions dashboards tool and connection checklist, please complete the form below and a member of our team will be in contact with more details shortly. If you are having issues with this form, please email [email protected].