The Pensions Administration Standards Association (PASA) has published an updated version of its Data Matching Convention (DMC) guidance, which aims to support schemes, administrators and providers ahead of the launch of dashboards.

The 2025 edition reflects the most significant update so far and comes ahead of the citizen user testing phase of the MoneyHelper Dashboard, a crucial point at which schemes and providers’ matching responsibilities will begin. PASA’s Dashboards Working Group developed the updated guidance in partnership with its expert partners, Lumera, building on industry experience and regulatory developments since the original guidance was released in 2021. It now provides a detailed roadmap for setting robust matching criteria, essential for schemes and providers seeking to fulfil their legal duties while protecting member data. PASA Dashboards Working Group chair, Maurice Titley, said: “With real 'find requests' from savers due to begin shortly, the time for theoretical preparation is over. Our 2025 guidance is designed to help the industry respond confidently to the practical challenges of matching. The new version recognises recent developments such as the confirmed use of verified data from the GOV. The UK one login service, which includes verified email, emphasises the need to adopt criteria that are both secure and effective. This update gives administrators and providers the tools to make matches which are accurate, scalable and resilient.”

The Pension Chapter has marked its two year anniversary.

Since its launch in 2023, the strategic network for female professionals has brought female leaders together for idea sharing and collaboration, supported by corporate partners LCP, Janus Henderson, Sackers, and Rothesay. The network has also hosted a variety of events addressing key issues around governance, artificial intelligence, board diversity, bridging the pension gender gap, and more. The next event will explore how health and longevity inequalities impact pension schemes. The Pension Chapter is part of the Female Forum, a social impact network for professional women across various industries, founded by Nora Stolz in 2022. Stolz said: “It’s easy to look back now at packed rooms, powerful conversations, and the momentum we’ve built over the past two years, but the real credit goes to our partners. They recognised the potential before there was proof. Their vision, leadership, and trust made it possible. It takes real courage to support something new. We’re proud to be on this journey together, building a unique forum for industry collaboration and leadership.”

Penny has hit £500m in lost pensions recovered since its launch.


The group said this was a "major milestone", highlighting this as evidence of the scale of the problem of lost pensions in the UK. “Too many people risk missing out on thousands simply because they’ve lost track of their pensions when changing jobs,” said Penny head of pensions, David Henderson. “Our technology empowers individuals to find and consolidate their pensions easily, helping them feel in control of their financial future.”

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