WEBINAR | Operational Impacts of Pensions Dashboards

Leading pension administrators from Willis Towers Watson, Fidelity, and NFU Mutual share practical insights on operational readiness, ISP selection, and data challenges as UK pension schemes prepare for mandatory dashboards connection.

Session agenda #

• Regulatory timeline and industry readiness
• Buy vs. build: ISP selection strategy
• Data readiness and quality assurance
• Operational process design for dashboards
• Testing, staging and go-live planning

What you'll learn #

Gain actionable insights from pension administrators who are actively navigating the dashboards connection journey across Defined Benefit (DB), Defined Contribution (DC), and master trust schemes.

1. Regulatory readiness roadmap for pension schemes #

Understand the current PDP staging timeline, what connection deadlines apply to your scheme type, and how to prioritize readiness activities when time is tight. Learn what "connection-ready" actually means from schemes that have already begun testing and staging.

2. ISP evaluation framework: Buy vs. Build decision-making #

Discover how Willis Towers Watson, Fidelity, and NFU Mutual approached ISP vendor selection, evaluating technical capabilities, operational support, and ongoing service commitments. Understand the hidden costs and risks of building your own connection solution versus partnering with a proven ISP.

3. Data quality strategies that work in practice #

Learn practical approaches to data cleansing, accuracy validation, and addressing common data gaps that prevent successful dashboard connections. Understand how to prioritize data fixes based on materiality and member impact, and how to establish ongoing data governance for dashboards.

4. Operational process design for Find and View Requests #

Explore how leading administrators are redesigning business-as-usual operations to handle dashboard queries without compromising existing member service levels. Understand resource implications, SLA considerations, and how to establish efficient workflows for responding to Find Requests and View Requests at scale.

5. Member matching and identity verification best practices #

Understand the complexities of matching member records across different data sources, handling duplicate records, and ensuring accurate member identification while minimizing false positives and false negatives. Learn how to balance matching accuracy with operational efficiency.

6. Testing, staging, and go-live preparation #

Get insider perspectives on navigating PDP's testing environments, connection journey stages, and what to expect during Operational Acceptance Testing (OAT). Understand how to prepare your team and systems for go-live while managing ongoing PDP standards updates and programme changes.

About our expert speakers #

David Poynton, Product Manager, Pension Fusion, Equisoft #

David has over 17 years of experience in financial services. He joined Equisoft in 2020 and quickly progressed to Product Manager for Pension Fusion, supporting clients through the dashboards connection journey and providing consultancy on operational improvements.

Geraldine Brassett, Senior Consultant, Willis Towers Watson #

Geraldine brings practical perspectives from Willis Towers Watson on preparing large-scale pension schemes for dashboards connection, covering data readiness, operational workflows, and balancing preparation with ongoing service commitments.

Nicholas Burdett, Operational Change Lead, Willis Towers Watson #

Nick shares WTW's approach to dashboards readiness, including ISP selection criteria and operational planning. His insights help administrators understand connection-ready requirements and manage competing priorities.

Martin Ansell, Life Technical Propositions Consultant, NFU Mutual #

Martin provides perspectives from NFU Mutual on navigating dashboards requirements for insurance company pension schemes, covering data security concerns, and ensuring member matching accuracy across legacy records.

Deepen your operational pensions dashboards knowledge #

• Pension Dashboards Are Becoming a Reality - Understand the history and evolution of the UK Pensions Dashboards Programme from its 2002 Green Paper origins to today's regulatory requirements.

• Pension Plan Taxation in the UK - Navigate the complexities of UK pension taxation, including tax relief, annual allowances, and HMRC reporting requirements that impact dashboard data accuracy.

• UK Electronic Investment Transfers Market: Q4 2025 Review - Explore how electronic transfers and re-registrations are transforming pension administration efficiency, with insights relevant to dashboards data management.