From 2023 Pension schemes and providers must comply with new legislative duties for the pensions dashboard.
They are required to make their members’/customers’ pension data available.
The aim of the pensions dashboard is to enable individuals to find their pensions, through schemes and providers making as many definitively positive matches as they can.
Therefore, schemes and providers need to soon decide how they want to digitally compare and match ‘find requests’ from users of dashboards against all the records they hold.
This new Guidance from PASA will help schemes make initial progress with their dashboards preparations by deciding how to match and improve data accuracy.
This Guidance also contains useful practical case study examples.