Guidance

Pensions Dashboards: guidance on deferred connection

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

Documents

Pensions dashboards: application for deferred connection (Word format)

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Pensions dashboards: application for deferred connection (ODT format)

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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.

Updates to this page

Published 12 December 2022
Last updated 30 April 2024 + show all updates
  1. Updated section 3.4 of the Pensions Dashboards: guidance on deferred connection with further advice on how to apply.

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

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

  5. First published.

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