Dashboard onboarding raises concern for many - poll

As the 2023 onboarding date gets closer, many industry members are still confused

Holly Roach
clock • 2 min read

The retirement industry is largely confused about pensions dashboards onboarding, according to a poll by PA's sister title Professional Pensions.

In a recent Pensions Buzz survey, a vast number of respondents admitted they are confused about onboarding ahead of the June 2023 onboarding starting point. The detailed data requirements, the amount of data to be shared on the platform, and how to deal with requirements where the necessary data does not exist were raised as concerns by a number of respondents. Others said they are unclear on staging dates, while one suggested timing is a concern as "it seems that confusion arises in conflicting information on what administrators are required to provide". "Staging dates for defined...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Pensions

Pension adequacy – are we focusing on the wrong measure of success?

Pension adequacy – are we focusing on the wrong measure of success?

'The current system can unintentionally create a false sense of reassurance'

Caitlin Southall
clock 24 July 2026 • 4 min read
Transfer changes 'a start, not the finish line', pensions industry says

Transfer changes 'a start, not the finish line', pensions industry says

Clear and practical guidance ‘essential’ to apply the new framework consistently and with confidence

Jonathan Stapleton
clock 23 July 2026 • 4 min read
Financial Vulnerability Taskforce calls on advisers to rethink retirement planning

Financial Vulnerability Taskforce calls on advisers to rethink retirement planning

Publishes guide suggesting to ‘move beyond a pensions-only approach’

Sophia Panayi
clock 22 July 2026 • 2 min read