The Pensions Administration Standards Association (PASA) has published guidance aimed at supporting schemes, providers, and administrators with monitoring ongoing compliance with pensions dashboards requirements.

It has also published a new Dashboards Toolkit note that covers the treatment of survivor benefits.

Produced by PASA's Dashboards Working Group, the Ongoing Monitoring of Compliance with Pensions Dashboards Requirements guidance has been designed to help trustees, scheme managers, pension providers, administrators and connection providers as dashboards move from implementation to operation.

It focuses on the monitoring of compliance across three sections of dashboards activity: matching, pension information provision, and connection performance.

The role of saver questions, complaints, and feedback are also considered in identifying potential compliance issues and supporting improvements.

The guidance was developed in collaboration with pension professionals and reflected engagement with The Pensions Regulator, the Financial Conduct Authority, and the Money and Pensions Service.

PASA’s Dashboards Toolkit note on survivor benefits addressed industry queries around the application of survivor benefit indicators within dashboards value data and aims to provide practical guidance to support consistent interpretation across schemes and providers.

"With dashboards moving from a delivery programme to an operational reality, maintaining compliance becomes an ongoing responsibility rather than a one-off project,” said PASA Dashboards Working Group chair and Lumera commercial director, Maurice Titley.

“While significant attention has rightly been given to connection readiness, schemes and providers now need practical ways to monitor how effectively they continue to meet their obligations once connected.

“This guidance has been designed to support those conversations. It brings together the key indicators schemes and providers may wish to monitor, helping trustees, administrators and their delivery partners develop effective oversight arrangements and identify potential issues at an early stage.

“The Survivor Benefits Toolkit addresses one of several practical questions emerging as the industry prepares for widespread dashboards usage. By sharing a common interpretation of current guidance, we hope to support greater consistency across the industry and improve outcomes for savers."

---