Supporting information for DWP consultation

PDP information on standards

The Department for Work and Pensions (DWP)’s consultation, Pensions Dashboards: consultation on the draft Pensions Dashboards Regulations 2022, set out the key duties for occupational pension schemes to participate in pensions dashboards.

To support stakeholders wishing to respond to this consultation, the Pensions Dashboards Programme (PDP) published information about our standards for pensions dashboards, including their scope and how we’ll go about setting them. PDP will consult on these standards in summer 2022.

  View information on standards  
 
 

Department for Work and Pensions (DWP) consultation

The Department for Work and Pensions ran the Pensions Dashboards: consultation on the draft Pensions Dashboards Regulations 2022 for six weeks from Monday 31 January 2022 until Sunday 13 March 2022.

The consultation is now closed.

View DWP consultation

DWP series of webinars

DWP ran a series of webinars to assist stakeholders with their responses to the Pensions Dashboards: consultation on the draft Pensions Dashboards Regulations 2022.

The webinar panels included representatives from DWP, PDP and the regulators, the Financial Conduct Authority (FCA) and The Pensions Regulator (TPR).

Consultation overview

Tue 08 February

Delivering and using pensions dashboards

Thu 10 February

The pensions industry – getting ready for dashboards

Thu 17 February

Pensions dashboard retirement values

Thu 24 February

View the responses to questions from the DWP consultation webinars.

Pensions dashboards standards

The draft regulations give the Pensions Dashboards Programme (PDP), as part of the Money and Pensions Service, the authority to set standards relating to the practical operation of pensions dashboards services and the digital infrastructure needed to support them.

The standards will provide the rules and controls that will facilitate the smooth ongoing connection to the pensions dashboards ecosystem. We expect the standards to iterate, as we work with early volunteer data and dashboard providers to refine the onboarding processes and functionality of pensions dashboards, during our test phases.

To provide data and dashboard providers with sufficient information to respond effectively to DWP’s consultation, Pensions Dashboards: consultation on the draft Pensions Dashboards Regulations 2022, PDP published early information on the forthcoming pensions dashboards standards.

 
 
 

Approach to standards

Our approach to standards sets out how PDP worked on the information about standards, plus their scope and how we’ll go about setting them.

View our approach to standards

Data usage guide

The data usage guide provides clear guidelines on data items, which allow ecosystem participants to understand the format and meaning of each data item they share and exchange. It includes relevant data items for both find and view processes.

View data usage guide  

Design standards

The design standards will provide information to dashboard providers about required layouts, content elements, messaging and user journeys, to ensure a consistently positive experience, regardless of which dashboard an individual chooses.

View design standards  
 

Reporting standards

The reporting standards will provide a clear description of the data that both data and dashboard providers must supply to regulatory bodies, in order to monitor the effectiveness and health of the ecosystem. This will include data to provide analytics, benchmarking, oversight and monitoring, and critical success factor reports.

View reporting standards  
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Technical standards

The technical standards are what data and dashboard providers will use to interface with the central technical architecture and/or each other. They will define the open APIs for find and view, PDP’s profile of the user managed access (UMA) protocol and the format of the pension identifier (PeI).

View technical standards  
 

Code of connection

The code of connection will combine the required security, service and operational standards, which ecosystem participants must adhere to. It will ensure all data and dashboard providers apply appropriate levels of security, consistent operational processes and service levels.

View code of connection

Qualitative research with potential dashboard users summary research report

The Pensions Dashboards Programme (PDP) commissioned Ipsos MORI to carry out a programme of qualitative research, to investigate the attitudes of potential dashboard users, their circumstances, behaviours and their views of the pensions dashboards concept.

View qualitative research