What Information Will My Integrated Service Provider (ISP) Need?

Choosing an ISP is an important step in preparing for Pensions Dashboard connection. Once you've selected a provider, one of the first questions you're likely to ask is:

"What information do they need from us?"

The good news is that getting started is often much simpler than many trustees and scheme administrators expect.

One of the biggest misconceptions is that pension schemes need to complete extensive data cleansing before they can begin the dashboard connection process.

For many schemes, that's simply not the case.

At Life and Pension Systems, we keep the initial matching approach straightforward. We begin with four core pieces of member information that most pension schemes already hold:

• National Insurance number

• Forename/Initial

• Surname

• Date of birth

  
  

These four matching fields provide a simple and practical starting point for many schemes.

Where additional matching rules are appropriate, these can be discussed during implementation, but many schemes already have everything needed to begin planning their connection.

You don't need all the answers on day one

Many schemes delay contacting an ISP because they feel they should have every document, spreadsheet and technical detail prepared in advance.

In reality, that's rarely necessary.

An experienced ISP will guide you through the process, explain what's required at each stage and help identify any additional information that may be needed.

The most important step is simply starting the conversation.

How Life and Pension Systems can help

At Life and Pension Systems, we've designed our implementation process to be as straightforward as possible.

Our easy-to-use data templates help pension schemes provide the information needed for connection quickly and consistently. Once completed, the data can be securely loaded through our ISP connection, allowing you to begin your dashboard journey with confidence.

Whether you're ready to begin or simply want to understand what's involved, we're here to help.

Get in touch to discuss your dashboard connection requirements.

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