Topics
These are the broad topics under which we have issued, or are planning to issue, guidance. Please see below for timescales for imminent upcoming guidance.
- Governance
- Interaction with Trustees
- Management of costs
- Contractual issues
- Data and matching
- Understanding and meeting the PDP Data Standards
- Matching criteria
- Preparing schemes for connection to the dashboards ecosystem
- Pension values
- Process for calculating and updating pension values
- Handling benefit complexities
- Treatment of split administration and AVCs
- Administrative issues
- Impact of dashboards on administration processes
- Members’ dashboards expectations and experiences
- Implications for administration post-dashboards
- Communications
- What to say to savers
Upcoming Guidance and Consultation responses
Our current published guidance can be found here. Our imminent upcoming guidance is:
- Guidance on Value Data – April 2023
- Guidance on Split Administration and AVCs – April 2023 (Read the update on co-ordinating AVC information for Dashboards here released June 2023)
If you have a particular area that you would like us to consider or prioritise for the creation of new guidance please contact the PDWG.