Guidance

Pensions Dashboards: guidance on deferred connection

Guidance for trustees or managers of relevant occupational pension schemes and their advisers.

• From: Department for Work and Pensions
• Published: 12 December 2022
• Last updated: 30 April 2024 — See all updates

Documents

Pensions Dashboards: guidance on deferred connection

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Pensions dashboards: application for deferred connection (Word format)

MS Word Document, 249 KB

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Pensions dashboards: application for deferred connection (ODT format)

ODT, 127 KB

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Details

This guidance is for trustees or managers of relevant occupational pension schemes and their advisers. It sets out the issues trustees or managers should consider if they are applying for a deferral of the connection deadline.

Pensions dashboards are an electronic communications service, that will allow individuals to see their pensions information, including the State Pension, in one place online. Dashboards will help individuals to be reunited with lost or forgotten pensions and support people in better planning for their retirement.

Published 12 December 2022
Last updated 30 April 2024 + show all updates

1. 30 April 2024

   Updated section 3.4 of the Pensions Dashboards: guidance on deferred connection with further advice on how to apply.

2. 2 February 2024

   Removed reference to 'staging deadlines' and replaced with 'connection deadline'.

3. 9 August 2023

   The guidance and forms have been updated to reflect changes made by the Pensions Dashboards (Amendment) Regulations 2023, including introducing a single connection deadline of 31 October 2026.

4. 8 June 2023

   Added a note that this guidance is currently being updated in line with planned changes to the Pensions Dashboards Regulations 2022.

5. 12 December 2022

   First published.