The Pensions Dashboard is a secure online service designed to help people view information about all of their pensions in one place. Rather than searching through paperwork or contacting multiple providers, individuals will be able to access details of their pension savings more easily and build a clearer picture of their retirement plans. To make this possible, pension schemes need to securely connect and provide member information through the dashboard ecosystem.

All pension providers and pension schemes that fall within scope of pensions dashboard legislation must complete connection to the dashboards ecosystem by 31 October 2026. This includes pension providers subject to FCA rules and occupational pension schemes with 100 or more active and deferred members. Regardless of scheme size or administration structure, schemes need a way to securely connect and provide member information through the dashboard ecosystem. Some organisations may already have internal systems and technical resource in place, while others may require additional support to meet requirements and manage ongoing obligations.

Connecting your scheme is typically broken into three simple steps: Prepare Your Data - Make sure member information is complete and ready for dashboard requirements. Connect Your Scheme - Use a certified connection to securely link your scheme to the dashboard ecosystem. Stay Up to Date - Dashboard requirements may change over time. We’re available to support your scheme as updates and new requirements are introduced.

An Integrated Service Provider (ISP) acts as the certified technical connection between a pension scheme and the pensions dashboards ecosystem, handling find and view requests on the scheme's behalf.

No. A pension administration system is not required to connect to the Pensions Dashboard. Many schemes already use administration systems, while others continue to manage records through spreadsheets or more manual processes. As long as the required data can be provided, schemes can still connect and begin their dashboard journey.

No. Your data does not need to be fully complete before connection. The priority is having sufficient member information available to support successful matching. Over time, schemes may need to review and improve data quality, calculation processes, and supporting information. Life and Pension Systems can help identify requirements and support any automation needed to improve efficiency moving forward.

Connection is only one stage of the process. Scheme data needs to be maintained and updated as member information changes. Life and Pension Systems can support ongoing management by: ✓ Managing communications prompted by members using the Dashboard ✓ Notify of matches, possible matches and calculation requests ✓ Automatically updating dashboard information as records change by administrators ✓ Helping schemes maintain dashboard requirements over time

With decades of experience in pensions technology, we understand that not every scheme has a large the expertise or resource available to cope with new requirements. Many solutions are built with larger schemes in mind, but we've created an option that is simple, accessible, and practical for schemes of all sizes. Whether you use our administration software or not, our team is here to help make the process easier.