UK Statutory Instrument SI 2022 United Kingdom

Pensions Dashboards Regulations 2022

These Regulations make provision in respect of pensions dashboard services, which are intended to enable individuals (or other authorised persons) to request and view information relating to an individual’s pension entitlements electronically.

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Enforced by
TPR
Status
In Force
Penalty ceiling
Regulated

Does it bind you?

Business-side roles with duties under this instrument.

Any Person6 Trustee6

Other Acts binding the same actors

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Any Person — also bound by 2340 other Acts
Trustee — also bound by 104 other Acts
Charities Act 2011 27 duties

What it requires

Regulations creating concrete business duties or carrying penalties, grouped as the instrument is structured. Titles link to the source text — blue means you’re leaving for legislation.gov.uk.

Part 1

General

0 of 5 sections shown
5 other sections in this Part — procedural and definitional
s.001 Citation, commencement and extent
s.002 Interpretation
s.003 Application
s.004 Dashboards Available Point
s.005 Oversight of standards
Part 2

Prescribed requirements for qualifying pensions dashboard services

6 of 8 sections shown
s.008 Connection and functionality Regulated
  • Connect your pension dashboard service to MaPS and follow their standardsAny Person
s.009 View data Regulated
  • Display pension view data promptly and free of chargeAny Person
s.010 State pension information Regulated
  • Display state pension information without delay, follow standards, and do not store dataAny Person
s.011 Operational information and reporting Regulated
  • Provide operational information on request and retain records for 6 yearsAny Person
s.012 Information on making a complaint Regulated
  • Provide users with complaint information including a link to the Money and Pensions ServiceAny Person
s.013 Enabling auditing Regulated
  • Appoint an independent auditor to check pension dashboard compliance annuallyAny Person
2 other sections in this Part — procedural and definitional
s.006 Qualifying pensions dashboard services
s.007 Cooperation - providers
Part 3

Requirements relating to trustees or managers of relevant occupational pension schemes

1 of 14 sections shown
s.021 Notification of disconnection Regulated
  • Notify Money and Pensions Service when disconnecting your pension schemeTrustee
13 other sections in this Part — procedural and definitional
s.014 Cooperation - trustees or managers
s.015 Connection according to the connection deadline
s.017 Deferred connection
s.018 Connection for new or growing schemes
s.019 Connection where these Regulations cease to apply and then apply again
s.020 Connection affected by an assessment period
s.022 Requirements relating to the provision of pensions information
s.023 Find requests, matching, pension identifiers and view requests
s.024 Administrative data
s.025 Signpost data
s.026 Value data
s.027 Contextual information
s.028 Operational information and reporting
Part 4

Compliance and enforcement

0 of 7 sections shown
7 other sections in this Part — procedural and definitional
s.029 Compliance notices
s.030 Third party compliance notices
s.031 Penalty notices
s.032 Penalty notices: recovery
s.033 Penalty notices: recovery from bodies corporate and Scottish partnerships
s.034 Review of notices
s.035 References to the First-tier Tribunal or Upper Tribunal
Part 5

Disclosure of information

0 of 1 section shown
1 other section in this Part — procedural and definitional
s.036 Disclosure of information
Schedules

Schedules

5 of 7 shown
s.sch003 (1) For members with money purchase benefits other than collective... Regulated
  • Provide pension value data for money purchase membersTrustee
s.sch003 (1) For members with benefits that are not money purchase... Regulated
  • Provide pension value data for non‑money purchase benefits to the dashboardTrustee
s.sch003 (1) For members with cash balance benefits, trustees or managers... Regulated
  • Provide cash balance benefit value data to the pensions dashboardTrustee
s.sch003 For members with collective money purchase benefits, trustees or managers... Regulated
  • Provide annualised value data for collective money purchase benefit membersTrustee
s.sch003 For members with hybrid benefits, trustees or managers of the... Regulated
  • Supply best-estimate value data for hybrid pension benefitsTrustee
2 other schedules
s.sch003 In this Schedule— (a) references to deferred members are to...
s.sch003 (1) In respect of members with— (a) money purchase benefits...

Help complying

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Run an occupational pension scheme

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