Pensions Dashboards Scheme Checklist

Pensions Dashboards: 12 Months to Connect Pension Scheme Checklist

Schemes of every type need to get ready for pensions dashboards, with the largest having only 12 months left. The PLSA has prepared this summary checklist of actions schemes should take now.

The checklist covers

  • your dashboards staging deadline(s)
  • knowledge & understanding
  • the compliance project plan
  • connection(s) to the ecosystem
  • contracts & other documents
  • member record digitisation
  • personal data accuracy and matching
  • pension income data availability
  • support for members’ next steps
  • messages to your members