Dashboards

Pensions dashboards

Dashboards have been under development for several years but the first schemes are now connecting to the dashboards ecosystem in line with a staged timetable set out in guidance, ranging from 30 April 2025 for the largest schemes to 30 September 2026 for the smallest. Whilst the timetable is not mandatory, trustees must “have regard to” the guidance. The overall statutory connection deadline for all in-scope schemes is 31 October 2026.

What is a dashboard?

A pensions dashboard is an online platform where members of the public can access their UK pensions information, including their state pension, in one place. Broadly speaking, trustees of schemes in scope will need to:

  • connect to the dashboard “ecosystem”
  • ensure their scheme can receive and service both “find” requests (a request sent as the result of an individual searching for information about their pensions) and “view” requests (a request by an individual to see detailed information about any pension which the dashboard shows they have).

What do trustees need to do?

All trustees should continue with their preparations, including:

  • keeping a clear audit trail of the steps taken to comply with dashboard duties
  • liaising with the administrator to ensure everything is on track for connection (including any data improvement work)
  • working with your AVC providers to understand how they will connect
  • considering any data protection obligations
  • checking whether any contractual terms need to be put in place or updated
  • considering how any existing trustee protections apply to dashboards.

See our Hot Topic for more tips on how to get “dashboard ready”.

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