Be prepared. It’s a great motto and should not be just the preserve of the Scout movement. In fact, pensions dashboards are a clear example of where preparation will be key to success.

Dashboards will allow savers to see all their future pension entitlements in one place. They also have a role to play in reuniting savers with the estimated 2.8m lost pots worth more than £2.6bn.

Last month, the Minister for Pensions laid amending regulations to implement an approach to delivering pensions dashboards, including a connection deadline of 31 October 2026.

Now we have a roadmap for delivery it’s more important than ever trustees and scheme managers work collaboratively to progress dashboards quickly and efficiently.

We and the Department for Work and Pensions (DWP) expect all trustees and scheme managers to work together with their providers and agree a practical plan that avoids competing demands on capacity and other resources.

Trustees must recognise getting data ready for dashboards will not be easy and will take time. They must understand the data required to match savers to their pensions, and the data that will be sent for savers to view. They should then audit whether that data is dashboards-ready.

Getting your data dashboards-ready will not happen overnight. A last-minute dash will not be successful. Now is the time for action. Those trustees, scheme managers and administrators that prepare now will be best placed to make dashboards a success.

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