Registration: Create a primary business contact (PBC) account and register your organisation

Overview

Purpose of this step

Once you have completed this step you will be able to:

• access your account
• manage your details
• register your first pension provider or scheme
• provide technical details

Who completes this step?

• primary business contact (PBC)

Read the full list of roles and responsibilities.

Before you begin

Before you can register with the Pensions Dashboards Programme (PDP) you need to have:

• completed preregistration
• received an email from PDP asking you to create your account
• gathered contact and organisation details

What you need to do in this step

1. Register as the PBC.
2. Provide pension provider or scheme information.
3. Confirm account details and submit application.
4. Set up your account.

1. Register as the primary business contact

As the primary business contact you will be your organisation’s main representative. You must be authorised to act on your organisation’s behalf.

If you have the required information below, it should take no longer than 5 minutes to complete your application to register as a primary business contact.

PDP will review your application and should get back to you within one working day. If you've not heard from us by then, let us know via the support hub.

All emails from PDP will come from [email protected]. If you are not getting emails from PDP:

• check your junk or spam folder
• ask your IT department to add this email to an allow list of addresses

Provide your contact and organisation details

If they do not match exactly, we will not be able to create an account for you.

You need to provide:

• organisation name: the legal name of your organisation, if your organisation is:
  • registered with Companies House, enter as it is shown there
  • a pension scheme, enter it as it is registered with The Pensions Regulator

• name (as it appears on your identity document)
• organisational email address (this will be used for communicating with PDP and should be your work email)
• direct phone number (mobile or landline) that you have direct access to (we will only call you to provide you with a code to set up sign-in credentials)

2. Provide pension provider or scheme information

You must provide details for the first pension provider or scheme you will connect to the pensions dashboards ecosystem. This is necessary to prove you have a legitimate reason to connect.

You need to provide:

• the regulating body (either the Financial Conduct Authority (FCA) or The Pensions Regulator (TPR))
• the regulator number (either the Firm Reference Number (FRN) from the FCA or the Pension Scheme Registry (PSR) number from TPR)
• the registration code provided to the pension provider or scheme by their regulator
• pension provider or scheme name (this is a reference for your organisation which would make the scheme or provider identifiable to you and is not used for verification purposes)

3. Confirm account details and submit application

You will have the opportunity to change any of the answers you have entered. Once you have submitted your application, PDP will provide you with:

• a reference number for your submission
• email confirmation of your submitted registration application

If your application is successful, you will receive:

• an email confirmation with a link to set up your account
• a call from our support team on the phone number you provided where you will be given a one-time passcode (OTP)

4. Set up your account

You will need the OTP to set up your account. The OTP will expire within 24 hours so you must set up your account within this time. If you do not, you will have to start the account registration process again.

Open the link in the email you have received and enter the OTP.

You will be asked to set up an authenticator app on your mobile device: this is designed to make the process more secure. Some popular authenticator apps are:

• Microsoft Authenticator
• Google Authenticator
• Salesforce Authenticator

You will then need to create a new password for your account.

This must all be completed within one session, and within 24 hours of receiving an email inviting you to set up your account.

If successful, you will get an invitation to connect and begin to register your first scheme

If your request is unsuccessful, you will receive an email confirming this and explaining what you need to do.

How long it will take

This process should take 2 to 3 working days. If you've not heard from us by then, let us know via the support hub.

Support