WEBINAR | Pensions Dashboards Readiness: Essential Steps and Supporting Tools

Industry experts from Equisoft, ITM, The Pensions Regulator (TPR), and the Pensions Dashboards Programme (PDP) reveal the essential readiness steps, data quality research, and regulatory support tools you need to successfully connect your scheme to pensions dashboards by staging deadlines.

Session agenda #

• The current state of pensions dashboards
• Equisoft's Pension Fusion product development progress
• PDP programme update: what's coming next
• Dashboard delivery project components
• Data readiness: the matching quality connection
• TPR compliance toolkit and resources

What you'll learn #

Critical data quality insights that transform matching rates #

Discover which data fields have the greatest impact on matching success. Learn prioritization strategies for data cleansing that deliver maximum ROI and prevent costly remediation delays.

The complete pensions dashboards readiness roadmap #

Get the step-by-step framework for preparing your scheme, including ISP selection criteria, technical integration requirements, PDP testing protocols, and TPR compliance checkpoints.

TPR's essential support resources and compliance toolkit #

Access the complete toolkit of guidance documents, compliance checklists, data quality templates, and regulatory expectations for different scheme types and staging dates.

Real-world implementation experience #

Hear from schemes already working through dashboard readiness, including lessons learned, timeline realities, and practical strategies for overcoming common obstacles.

About our Equisoft expert speakers #

Howard Finnegan, Product Sales Director, Equisoft UK #

With over 30 years of experience in technology startups, Howard leads Equisoft's UK product sales strategy, focusing on pension administration technology and regulatory compliance.

David Poynton, Product Manager - Pension Fusion, Equisoft #

David manages PensionFusion, Equisoft's ISP solution for the UK Pensions Dashboards Programme. Appointed to the PDP advisory group in March 2024, he brings deep knowledge of technical standards and connection requirements.

Deepen your pensions dashboards knowledge with these essential resources: #

• Strategies and Resources for Optimising Pensions Dashboards Programme Matching Criteria - Discover strategies for optimizing data matching in the Pensions Dashboards Programme (PDP)
• The Roadmap to Pensions Dashboards Programme Readiness - Download our comprehensive eBook on preparing your scheme for dashboard connection
• Pension Dashboard ISP - Understanding the role of Integrated Service Providers in pensions dashboards
• Pension Fund Administration - Key concepts in pension scheme administration and management
• Making Transfers Better: Reducing & Resolving Rejections - Expert panel webinar on improving transfer processes and reducing rejections