Pensions Dashboards update #8

Our Pensions Dashboards updates bring you key developments in the Pensions Dashboards Programme (PDP), helping trustees, sponsors and pension managers stay on top of regulatory expectations, connectivity progress and scheme readiness.

This eighth update includes the latest PDP testing activity, refreshed guidance from The Pensions Regulator (TPR) and PDP, new best-practice support from PASA and a BW case study on recent scheme connections using Equisoft Pension Fusion – all with less than a year to go until the 31 October 2026 connection deadline.

What’s new in this update?

• PDP’s low-volume consumer testing of the MoneyHelper Pensions Dashboard and the growing volume of records now connected.
• A reminder of key expectations for schemes and providers as the 31 October 2026 connection deadline approaches.
• Updated TPR and PDP guidance on connection, complaints and registration codes.
• PASA’s Data Matching Convention guidance for administrators.
• Practical lessons from BW’s latest dashboards connection projects, including data readiness and matching.

Read the full briefing for a concise summary of current requirements and practical next steps for your scheme.

Key highlights from the briefing

PDP testing and connection progress

An overview of PDP’s latest testing activity, the number of records already connected and what this means for schemes still preparing to connect.

Updated TPR and PDP guidance

A summary of the most recent TPR and PDP guidance, including expectations on connection planning, complaints handling and use of registration codes.

PASA Data Matching Convention

Key messages from PASA’s DMC guidance, highlighting why robust member data and clear matching rules remain central to successful dashboards delivery.

BW dashboards connection experience

Insights from BW’s recent connections via Equisoft Pension Fusion, focusing on data readiness, matching criteria, Value Data and client communications.

Need help?

If you have questions or would like to discuss your scheme’s dashboards readiness, please contact your usual Barnett Waddingham client representative.

Click an option below to access our latest Pensions Dashboards update.