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Pension Dashboards

Seamless, automated compliance with expert support.

Getting Your Scheme Pensions Dashboards Ready

The government requires all relevant pension schemes (any scheme with 100 or more deferred and active members)
to connect to Pensions Dashboards. For many schemes, getting Pensions Dashboards ready will be a big job.

What is Pensions Dashboards?

How will it work?

In line with the staging timetable, all qualifying UK schemes will need to connect to the Pensions Dashboards infrastructure.

This means having digitised records with data good enough to:

  • Find the member.
  • Calculate an accurate Estimated Retirement Income (ERI).
  • Return the relevant member information, including the ERI value.
  • Adhere to stringent dashboard security measures.

Although the strict legal requirement is to connect by 31 October 2026, DWP and TPR are very keen for schemes to connect in line with their individual staging dates.

View Your Dashboard Staging Timeline

Planning Your Transition

The Regulator is taking a strong stance with trustees on achieving Dashboards staging dates. Spence is able to take on schemes and commit to get schemes ready and connected on time.

While we have streamlined our administration onboarding process, it is still crucial to plan ahead. The transition generally takes about six months, including three months for any necessary rectification work.

Starting discussions early will help you stay on track for your staging date and avoid last-minute challenges. 

Contact the team to discuss your unique transition and dashboard compliance deadline. 

Speak to us today

Engaging with us before staging begins

The level of automation we harness means the effort level required for dashboard connection is minimal. 

Our approach of full automation means that schemes are Pensions Dashboards ready and compliant following our normal administration take-on process.

We do not have to do any other work, other than to connect to the Dashboards.

We code 100% of scheme benefits.

No matter how complex you will have full confidence in our calculations removing the need for manual intervention.

We carry out a full data and benefit audit.

We invest time in your scheme to allow you and your members to benefit from accurate information at your fingertips.

Rectification work is completed.

DB schemes have had a long history – our job is to get data and benefits fit for the future.

Still not sure? Get dashboard ready…

Pensions Dashboard Readiness

Pensions Outsourced Data Service

Trustee Administration

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