Pensions dashboards standards
The Department for Work and Pensions (DWP) 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 ongoing connection to the pensions dashboards ecosystem.
PDP is now consulting on these standards and has published our approach to governance of standards, the standards themselves, guidance and best practise to support their usage.
Standards
Data standards
The data standards set out the data formatting requirements pension providers must follow when returning pensions data.
The data standards usage guide provides the basis for data interoperability across the pensions dashboards ecosystem and provides an explanation of the standard data definitions.
Technical standards
The technical standards are what data and dashboard providers will use to interface with the central technical architecture and/or each other.
The technical documentation referred to in the technical standards, including the API standard, Find JSON schema, open API and test script is also available.
Design standards: call for input
We are running a call for input on the design standards, which will set out requirements for presentation of the pensions data on dashboards and design of the dashboards, including messaging, signposting and onward customer journeys.
Code of connection
The code of connection will combine the required security, service and operational standards, which ecosystem participants must adhere to.
The connection process and guidance sets out what connecting to the ecosystem will involve and explains what QPDS and pension providers should expect when connecting and the steps they will need to take.
Reporting standards
The reporting standards will provide a description of the data that both pension providers and dashboard providers must supply to regulatory bodies, PDP and DWP, to monitor the effectiveness and health of the ecosystem.
Approach to governance of standards
Our governance approach sets out how PDP has developed the standards, outlines their scope and describes how we’ll go about setting and managing any future changes to them.
Design standards call for input
We are running a call for input on the design standards, which will set out requirements for presentation of the pensions data on dashboards and design of the dashboards, including messaging, signposting and onward customer journeys.
Early connection guidance
The early connection guidance sets out when pension providers can apply for earlier connection to the pension ecosystem than their connection date provided by the Pensions Regulator (TPR) and the process they need to follow.
Webinar event details
The Pensions Dashboards Programme ran a series of webinars to assist stakeholders with their responses to the standards consultation. Recordings, slides and Q&As are available to view.
DWP consultation response
The Department for Work and Pensions has published the Government’s response to the consultation which ran from 31 January 2022 to 13 March 2022 on the draft Pensions Dashboards Regulations 2022.
