Regulatory Update:Dashboards Toolkit

PASA has produced a significant amount of guidance covering matching, value data and connection readiness. But we know further help on implementing dashboard responsibilities is needed.

In order to deliver the best saver experience it’s important to ensure the way data is presented on a pension dashboard is done so with consistency of approach(es). Achieving this consistency also helps those designing and delivering front end dashboards.

A good user experience isn’t just driven by the data displayed on a dashboard, but their end-to-end dashboard journey. Equal focus is needed on operational readiness and protecting the day-to-day administration service after the Dashboards Available Point (DAP).

In response to this need for practical help, PASA is developing a ‘Dashboard Toolkit’. This isn’t Guidance but is designed to help industry collectively achieve the above objectives. We expect to add to the toolkit regularly and we’ll let you know as and when new content is added.

We want this to be the industry’s resource, so please do send us generic FAQs which we’ll try and address. Unfortunately we’re not able to answer scheme specific issues. If you can include suggested solutions or possible ways forward, those are welcome too.

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