Get In Touch

Keeping Up with Pension Dashboard Developments: Key Considerations for Schemes

The dashboard programme is now well underway, and industry is busy working towards their connection dates. There is still significant work required to comply with dashboards duties – schemes need to understand what needs to be done, and how their advisers and providers will be supporting them. Schemes need to consider what the ‘connect-by’ date that is set in DWP guidance means for them and will need to work closely with those playing a supporting role as they plan how they will meet their dashboard duties, including getting on top of their data.

From a governance perspective, decisions are being made around how to prioritise the accuracy and completeness of the data held by schemes. It isn’t just about maintaining high-quality data but also ensuring that schemes can provide members with correct information promptly, through the dashboard. There is a delicate balance between enabling members to have access to their information while keeping their personal and financial details secure. It is important to remember the aim of the dashboard is to help members locate and engage with their pension savings in an effective manner.

updates for pension dashboards - understand the key steps for schemes from Pi Partnership
Contact us with any questions

Pension Dashboards

As we know from the past, providing information in a vacuum, without context and access to additional support doesn’t always have the best outcomes. Dashboards are undoubtedly a great way forward in helping people engage with their retirement planning and hopefully help address the £31.1 billion lying in unclaimed, inactive, or lost pension pots, according to research published in 2024 ahead of the National Pension Tracing Day. The study carried out by the Pensions Policy Institute (PPI), sponsored by the Pension Attention Campaign, showed almost 3.3 million pots not currently claimed by their owner.

The complexity of setting up the dashboard should not be underestimated. While data cleansing and verification processes are familiar to many schemes, challenges may arise for those unable to automatically generate benefit quotes. As public awareness of pensions continues to grow, driven by awareness campaigns and the availability of online tools, the dashboard’s anticipated launch is likely to further amplify engagement. While this powerful tool will support individuals in planning their financial futures, it may also place additional strain on both in-house and third-party administrators already facing heavy workloads.

In light of this, trustees should consider at what time they should be engaging with their members ahead of the dashboard’s launch as well as understanding how their administrator is managing their resources to deal with what could be a considerable increase in requests for information or clarification on what they can now access.

Giving thought now to the future resources, communication and support that will be needed by schemes in addition to the data concerns currently dominating the industry will not only enhance members’ understanding but will also alleviate some of the pressures on already stretched resources within our industry.

Keep Up To Date With Our Pension Updates

What does a pensions scheme data cleanse project really mean?

Pension scheme data cleansing goes beyond correcting member records. It involves reviewing scheme documents, understanding past decisions and addressing issues that can affect members’ benefits. From a professional trustee’s perspective, this article explores why projects become complex and how expertise, constructive challenge and timely decisions help trustees navigate them.

Read More »
Diversity

Diversity, Equity and Inclusion

Everyone has different needs, and we support this balance offering true flexibility in how our people manage their time and fully support part time working and a family friendly approach.

Communication

Communication

We believe in clear and transparent communication and create regular opportunities for internal communication. Our regular business updates and opportunities to input into the business ensures everyone feels part of the team and on the same page at Pi, ensuring our hybrid working model is effective regardless of where you are based.

Development

Development

Nurturing every Pi Person is important to us and we want to ensure everyone has the opportunity for continued professional development by providing the space to do this alongside client commitments. Everyone has an individual Personal Development Plan catered to them, whether they are on the start of their journey with Pi or those looking at ways to transition into the next stage of their careers.

Everyone has the opportunity for a regular development and progression review and everyone has ownership over their own development with input and guidance of senior member of the team where required.

We provide regular opportunities to share knowledge amongst our teams through Lunch Time Learn in sessions and actively encourage involvement and participation into this.

Culture

Culture

We are an open, friendly and supportive team who thrive in a flexible and autonomous environment. Our people are trusted to get on with things, adding value and individual contribution, whilst maintaining a good work life balance and ideally having fun along the way.

We want to ensure we cultivate our special culture and our focus is to maintain our exceptional engagement levels. We are proud to have been awarded the Sunday Times Best Place to Work for small businesses in 2023 and 2024, and also in 2025 after moving to the medium-sized business category.

Employee Owned

Employee Owned

Our employee ownership structure is central to our philosophy of making sure every Pi Person is part of our success story, contributing to how we run the business, and sharing in the profits. We know that being successful is not just down to numbers, it’s about our people who all contribute in their unique way to our success and creating a working environment where everyone has a voice.

pi partnership white logo

Visit Us

2nd Floor Tuition House, 27-37 St. George’s Road, Wimbledon, London, SW19 4EU

Email Us

enquiries@pipg.co.uk

Call Us

020 8879 6500

menu close
our team

Amanda Burden

Director and Governance Specialist

Amanda is a Board Director of Pi Partnership Group and leads the development of Pi’s services. She works closely with clients, the Pi team and professional advisers to ensure all of Pi’s services meet the changing needs of the pension market and deliver clear value to Pi’s clients.

Amanda has over twenty-five years’ experience in the pensions industry and, as well as ensuring Pi’s services continue to meet the needs of our clients in a rapidly changing pension landscape, is also a member of Pi’s Executive Management Team. She provides specialist project management for clients on a range of services, including adviser selection and review, trustee board assessment and governance design.

As well as being a Fellow of the Pensions Management Institute (PMI) and Chair of the PMI London Group, Amanda holds PMI certificates in Pensions Automatic Enrolment and DC Governance, was a past Prince2 practitioner and is a Certified Risk Management Practitioner.

What do you most enjoy about your role:  Successfully delivering complex projects and creating a happy team environment.

Interests outside work: Travel, theatre and as part of Abundance London helping create beautiful spaces in urban settings.

Top achievement to date: Competing in the 2005/06 Round the World Clipper race.