Money Helper Pensions Dashboard alpha amber evidence review
Service Standard report Money Helper Pensions Dashboard 13/11/2024
Service Standard report
Money Helper Pensions Dashboard
| Date: | 13/11/2024 |
| Stage: | Alpha amber evidence review |
| Result: | Green |
| Service provider: | Money & Pensions Service |
Previous report
Service description
The MoneyHelper Pensions Dashboard is a digital service to enable people to access their pension information in a single place online, in a clear and simple way, on a computer, tablet or mobile phone at a time of their choosing. The service will be available across all four nations of the UK under the Money and Pensions Service (MaPS) MoneyHelper brand (HelpwrArian in Welsh)
This is intended to support consumer engagement with, and understanding of, pensions and retirement planning
Service users
A pensions dashboard user:
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is over the age of 18
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has one or more pensions from UK pension providers
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is in the accumulation stage (i.e., not yet accessed any of their pensions, or accessed one/some but not all of them)
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may have lost touch with one or more pensions
The team has further divided the users into these profiles:
A problem for tomorrow
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tend to be aged 26-55
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are hesitant to engage with their pensions because of low expectations
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may believe they do not need to know about their pensions yet
The dashboard will help them learn about the state pension and understand how to improve on what they have in all their pensions.
Time to make progress
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tend to be aged 35-55.
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may have experienced a life event (for example birth of a child, divorce) that inspires them to get on top of their retirement planning.
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occasionally engage with their pensions but feel they have more to learn.
I’m on top of this
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Tend to be aged 40-70.
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have a strong knowledge of pensions or focus on alternatives to pensions for retirement planning.
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may use the dashboard to check they are not missing anything or to see if there is anything new to learn.
12. Make new source code open
Decision
The service was rated green for point 12 of the Standard.
Next Steps
This service can now move into a private beta phase, subject to getting approval from the CDDO spend control team. The service must meet the standard at beta assessment before launching public beta.
To get the service ready to launch on GOV.UK the team needs to:
- get a GOV.UK service domain name
- work with the GOV.UK content team on any changes required to GOV.UK content