The Government has restated its commitment to delivering pensions dashboards in a written statement.

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Standards

The standards provide the rules and controls that facilitate the ongoing connection to the pensions dashboards ecosystem.

The Pension Schemes Act 2021, the Pensions Dashboards Regulations 2022, and the Financial Conduct Authority (FCA) Rules, give authority to the Pensions Dashboards Programme (PDP), as part of the Money and Pensions Service, to set standards relating to the practical operation of pensions dashboards services and the digital infrastructure needed to support them.


Standards for pension providers and schemes

These standards for pension providers and schemes are approved by the Secretary of State for Work and Pensions and the Department for Communities (Northern Ireland) and are part of the legislative framework.


Data standards define the data formatting requirements that pension providers and schemes must follow when returning pensions data to dashboards.

Data standards

Data standards set out the data formatting requirements pension providers and schemes must follow when returning pensions data.

Supplemental guidance includes:

Data standards

Technical standards explain how pension providers and schemes interface with the central technical architecture and each other within the pensions dashboards ecosystem.

Technical standards

Technical standards are what pension providers and schemes use to interface with the central technical architecture and/or each other.

Technical standards

The code of connection sets out the security, service and operational standards that all pensions dashboards ecosystem participants must meet.

Code of connection

The code of connection will combine the required security, service and operational standards, which ecosystem participants must adhere to.

Code of connection

Reporting standards outline what operational information pension providers and schemes must generate, record and report for the pensions dashboards ecosystem.

Reporting standards

Reporting standards set out requirements on pension providers and schemes for generating, recording an reporting operational information.

Find explainers and examples for generating, recording and reporting information in the supplemental reporting standards guidance.

Reporting standards

Standards for pensions dashboard providers

These standards are in development, and will include the design and other standards for pensions dashboard providers.


Design standards will set requirements for the presentation of pensions data on dashboards, including messaging, signposting and onward journeys for users.

Design standards

Design standards will set out requirements for presentation of the pensions data on dashboards and design of the dashboards, including messaging, signposting and onward customer journeys.

Design standards consultation

Two people sitting behind a laptop discussing something on the screen.

Standards consultation response

We received 56 responses from a range of stakeholders, including pension providers, administrators and potential dashboards providers. These have been reviewed and changes implemented.

View responses

Approach to governance of standards

The process for the governance of standards following Secretary of State approval is being developed.

View governance

Pensions dashboards regulations

The Pensions Dashboards Regulations 2022 set out requirements for pension providers and schemes to connect to dashboards, and what organisations must do to provide a qualified dashboard service.

View the regulations

Data retention schedule

The pensions dashboards standards impose obligations on pension providers and schemes to generate and persist data. The data retention schedule sets out how long we require parties to retain data.

View schedule