Pensions Dashboards
Let us do the legwork for you
Our end-to-end packages support you in the scoping, regulatory permissions, build and launch of a Pension Dashboard Service.
Founding Member
Alpha Partner
Pensions Dashboards are coming.
Offering your own pensions dashboard is the only route to becoming your customers' trusted home for their pensions, giving them visibility of all of their retirement saving in one place. Extend the lifetime value of your customers through engagement and cross-sell opportunities.
Commercial Pensions Dashboards enable your customers to:
Find all of their pensions, including State pension, via the Central Digital Architecture
View a summary of each of their pensions and access pensions detail
Make choices and next steps with their pension information, including using tools and services to help better understand their retirement options, finding a regulated financial adviser and accessing support and guidance
Will your customers use yours, or your competitors?
Pensions dashboards are transforming the way consumers engage with and understand their retirement savings.
Some of the UK’s largest pension providers, like Standard Life, Aviva, Legal & General and Scottish Widows have already committed to offering their own pensions dashboards.
In Norway, for example, 95% of requests are made via commercial pensions dashboards, just 5% via the Government service
Why act now?
Your customers might have pensions with providers set to be first movers, and will be invited to use their dashboards.
Uptake of different dashboard providers is driven by exposure and convenience. The first dashboard consumers use is the one they are most likely to stick with.
“We are excited to extend our collaboration with Moneyhub to develop and launch one of the UK’s first fully functional commercial pensions dashboards, while leading the way in shaping the future of retirement saving by giving customers greater certainty and a truly holistic view of their finances.”
Gail Izat
Managing Director of Workplace
Our partnership with Moneyhub is another investment in leading edge technology and offers an exciting opportunity to help us deliver the best long-term retirement outcomes for pension savers. As a provider leading the way in offering a pensions dashboard, we wanted a forward-looking partner to collaborate with on our ambition."
Bernie Hickman
CEO of Retail
How we can help
We’ve devised three support packages to help you deliver your own pensions dashboard to your customers.
Our end-to-end package supports youin the scoping, regulatory permissions, build and launch of a Pension Dashboard Service (PDS).
End-to-end development of a commercial pensions dashboard can take up to 24 months, depending on your digital estate
Phase 1
Preparing for QPDS
We will help you:
Prepare to submit your FCA Variation of Permissions to become a QPDS
Select configure and test any initial Post View Services
Help you assess technical readiness and understand the size scale and nature if changes required for your business to launch a dashboard
Phase 2
Deploy, configure, connect and test
We will help you:
Connect to the Central Digital Architecture (DAC)
Undertake end-to-end consumer testing,
Begin technical deployment and required integrations
Phase 3
Launch and iteration, ongoing testing and journey development
We will help you:
Execute your QPDS take-to-market plan
Begin your live reporting to the PDP
Monitor live usage of your QPDS
Continually iterate in line with usage and changing standard, build and test further Post View Services
Iterating is key
Launching early, learning from live usage, and iterating, are key to meeting different users’ needs
