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The five-step pensions dashboards connection roadmap
Speak to an expert who
will guide you through every step
Give yourself and your scheme peace of mind by getting started now. We'll guide you every step of the way, from selecting the right ISP to ensuring a smooth connection.
Find and view data cleansing and enrichment
Accurate and complete member data is essential for dashboards success, making find and view data cleansing and enrichment a critical step in the preparation process.
Determine matching rules and begin testing
This is a crucial element for accurately identifying and connecting pension pots to their owners, ensuring members can access a complete view of their savings.
Connect by your staging date
Missing your staging date could lead to repercussions by the Pensions Regulator, don't take the risk, so it's vital you give yourself plenty time to hit the key milestones in the connection process
Ongoing connectivity, management and compliance
Once you are live to the public, data will need to be correct 24/7/365 and it is essential that reliable and efficient business as usual processes are in place, not only for data, but for new and increased administrative workloads.
Secure your ISP slot today
Secure a slot now to prioritise your connection, get dedicated support, and focus on key tasks such as data cleansing, matching, and testing.