Reminder – Deferral Deadline For Dashboard Connection Approaches

The deadline for all schemes to connect to the pensions dashboards system is October 31, 2026. Trustees wishing to defer their connection have until August 8, 2024, to apply.

Permission must be sought from the Secretary of State and evidence must be provided that (before August 9, 2024), they had begun transferring scheme data to a new administrator or they have entered into a contract for re-tender of the scheme's administration. If the latter, the timescale for the re-tender must be reasonable and conflict with the connection deadline of October 31, 2026. They must also show that complying with the connection deadline would be disproportionately burdensome or would put the personal data of members at risk. It is unlikely that changing administrator alone will be sufficient reason to defer.