Help test pensions dashboards

If you're recruiting your audience to help test the MoneyHelper Pensions Dashboard, you can ask us a question about the research via support. You'll need a Jira account, which you can create if you don't already have one.

Anyone aged 18 or over who has not started withdrawing all their pensions can take part. We want to test dashboards with as wide a range of people as possible.

We are particularly interested in testing with individuals who:

• have access needs or confidence barriers around literacy, numeracy, digital skills and technology
• have vulnerabilities or circumstances that may affect how they use or are able to use the service including divorce, people at the end of life or their carers, people who struggle with record keeping and paperwork and people who have experienced financial abuse
• read Welsh and can test our translated pages

Some individual circumstances will not be supported by pensions dashboards, so should be avoided for recruitment, including the following:

• pensions that have been accessed will not be shown via dashboards (such as through drawdown, payments or by taking a lump sum)
• overseas pensions (not administered in the UK) are not supported
• only pension owners can use the dashboards service (people cannot use dashboards on behalf of anyone else, so people with power of attorney cannot currently access the dashboard on behalf of someone else)
• people under the age of 18 may find it more difficult to pass the identity verification required to access dashboards because they may not have sufficient credit history

Find out more about who will be able to use pensions dashboards.

There are no limits on how many people each organisation can invite, but we will monitor this to ensure that the sample of users is balanced.

You should let us know how many people you expect to invite via the comms toolkit request form.

This phase of testing started on 1 September 2026 and will run until we move into the public beta phase. As outlined in our published testing approach, any testing timelines are indicative.

People who sign up to take part in testing will usually receive their link to the dashboard within an hour of signing up. They can then test the dashboard in their own time.

We are committed to providing playbacks to industry partners and other stakeholders throughout testing. For a summary of the latest emerging findings from user research, watch our webinar recording from 29 July 2026.

To hear about research findings and other pensions dashboards news, follow us on LinkedIn and sign up for our newsletters.

When someone signs up to participate in testing, they will be sent an invite link. This will usually be within an hour of signing up.

Access links are unique and non‑transferable. You cannot share your link with anyone else, such as a friend, family member or colleague.

The time commitment is generally low.

For unmoderated testing, users will go through the dashboard in their own time and will be asked to share their feedback in a short survey afterwards. They will be able to test at a time of day which suits them.

Moderated sessions are likely to take between an hour and an hour and a half. Moderated sessions usually occur in business hours, approximately 9am to 5pm Monday to Friday. However, we may be able to offer more flexible timings depending on researcher availability.

Some users may revisit the dashboard (for example, to check on pending matches or return having contacted their provider to update their details following a possible match).

Yes, we are testing across different devices.

There is no mobile app, but testers should be able to use any web browser on different devices. However, we are aware that some work organisations block access to the website so individuals should use a personal device where possible.

On current plans, we expect the MoneyHelper Pensions Dashboard to be available to the public in financial year 2027/28.

The Minister for Pensions has confirmed that industry will receive 6 months' notice of the launch date.

We will provide an update on launch plans around the time of the 31 October connection deadline, when more user testing will have been undertaken.

The launch date will be decided by the Secretary of State for Work and Pensions, based on a range of criteria, and 6 months’ notice will be given to industry.

There are 4 videos walking through the dashboard. Since the dashboard is being developed, what you see in the video may be different from the current design or future versions, which we will iterate through testing. Updated videos will become available in due course.

Please do not share these videos with people you invite to test the dashboard. It may change their expectations and affect the results of the research.

• The full journey (8 mins 20 secs) which covers 3 sub-sections:
• Part 1 of 3: Identity verification and logging in (3 mins 14 secs)
• Part 2 of 3: Information summary and confirmed pensions (3 mins 39 secs)
• Part 3 of 3: Pending pensions and those needing user action (2 mins 18 secs)

We will provide support for the MoneyHelper Pensions Dashboard through telephone, webchat, WhatsApp and email, plus options to contact us via a British Sign Language (BSL) interpreter.

Pension providers and schemes will also need to provide support for queries relating to their own products during testing. Most have indicated their support will evolve during the testing period with resources to deal with queries increasing as the volumes of testers increase. Where an individual contacts a provider or scheme regarding ‘a pension that needs action’ including a pension that is possibly linked to the individual, the provider or scheme is expected to provide support including seeking to resolve the match.

Pension providers and schemes should ensure that any contact details they have provided for display on the dashboard reflect the support being providing during testing.

Consumer protection is essential to the success of the MoneyHelper Pensions Dashboard. Through active collaboration with regulators and the Department for Work and Pensions, we are keeping consumer protection at the forefront of the design and development of dashboards, ensuring that the dashboard empowers consumers, builds trust, and delivers positive outcomes.

The dashboard includes comprehensive, but user-friendly, warnings and disclosures throughout the service. These are being extensively tested to ensure they are providing timely information and assurance to users. Consumer safety is foundational to MaPS delivering an effective dashboards service that empowers consumers in financial planning.

The pensions industry can get technical support and ask questions about the programme or user testing on the Pensions Dashboards Programme support hub.

Depending on the nature of the issues coming through, we may respond individually or identify broader issues that we need to resolve.

At any stage of testing, where issues emerge that may require fixes involving the connected organisation, we will work with them and their connection provider in the first instance to identify and agree the appropriate course of action.

This is being explored to help organisations validate their data display and compliance. We will provide an update once these plans are finalised.

Yes, the toolkit may be used for internal stakeholder briefings. You can also request the comms toolkit on behalf of other organisations.

In the first phase, we tested with members who we know hold DC and DB pensions. We are now expanding our testing to include all other pension scheme types as well as more targeted testing with schemes that are affected by the McCloud judgement and more complicated benefit structures.

They may still continue testing. This will provide valuable insights into how users react to missing data. They may also be asked to return later.

It is important to understand how the overall service and dashboards ecosystem is working for consumers.

We will look to gain insights around how people would naturally act after using the MoneyHelper Pensions Dashboard, including any follow-up contact and actions with providers as well as, at times, looking to undertake more targeted research to obtain richer insights.

Consumers may choose, and sometimes be actively encouraged, to contact providers and schemes, for example to resolve possible matches.

Pension providers and schemes are expected to seek to resolve possible matches as required under the Regulations.