DWP has released a written ministerial statement that affects the connection deadline for pensions dashboards.
Additional guidance will be published in due course.

 

Data standards

Data standards for pensions dashboards provide the basis for data interoperability across the pensions dashboards ecosystem. These standards are to help developers of dashboard connectivity solutions, and pension providers and schemes, build a common set of message handling tools to receive data from the pension finder service, or pensions dashboards, and reply with the appropriate data.

The standards can be read together with the data usage guide, which provides further information in support of these detailed data standards.

Worked examples of the usage of the data items can be found in the data usage examples appendix.

This standard applies to pension providers: the trustees or managers of occupational pension schemes and the managers of stakeholder and personal pension schemes connected to, or required to connect to, our pensions dashboards ecosystem.

This is a draft version of the data standards, which was published in November 2022. All standards will be updated following engagement with industry, before being submitted to the Secretary of State for approval.

Download data standards

Changelog

Published 19 July 2022
Last updated 21 November 2022
Show all updates

1.005 – NI number assertion

changed condition to make clearer

1.006 – alternate name type

removed “other” as a value in this field as it is effectively covered by “changed”

1.009 – alternate forename

added new field for previous forenames

1.010 – alternate forename asserted

added new field for previous forenames asserted

1.024 – no NINO

updated the conditionality and words around “No NINO”

2.001 – details not available

changed “CALL” to “CONT” in available values and add “NEW”

2.002 – pension reference

changed conditions in 2.002 to allow pension reference to be submitted when 2.001 “details not available” flag is in use

condition changed – optional for SP

2.005 – pension origin

added guidance on the use of “Origin” re: section 32 policies

new values added

2.006 – pension status

added pension credit member as a status

new values added

condition changed – now optional for State Pension as it is not particularly relevant

2.007 – pension start date

made conditional – optional for SP

2.008 – pensions retirement date

updated wording around field descriptions

2.009 – pension link

described pension link as facilitative

2.010 – date of birth

made conditional – optional for SP

2.011 – State Pension age

added new field – mandatory for SP, but must not be used by anyone else

2.012 – state message E

added new field – text field for SP messages in English

2.013 – state message W

added new field – text field for SP messages in Welsh

2.1x – pension administrator details

changed conditions on the contact information fields based on contact preferences

2.2x – employer details

added employer multiplicity and added guidance on what to do if the member has more than that allowed

2.301 – ERI type

SP added

2.303 – ERI basis

ERI basis – changed SMPI to ASTM1

2.313 – ERI warning

captured transferred in benefit

ERI warning – added scheme pays and underpin, split out pension sharing and earmarking

2.314 – ERI unavailable

ERI unavailable – removed “OTHER” and replaced with 3RD and MEM to indicate if something is preventing calculation not in the data provider’s control

ERI unavailable – added PNRD for schemes that cannot calculate values post-NRD

removed system error

2.3x – estimated retirement income data

revisited all conditions on dates so that benefits quoted at NRD (for members past NRD) are allowed

codes added so that providers may reflect the same reasons for not providing information as the current Disclosure Regulations allow for SMPI statements.

checked guidance to ensure it is clear that accrued & ERI values should be calculated as at the same date

2.401 – accrued type

SP added

2.403 – accrued basis

referred to the simplified method

2.405 – accrued payable date

explained ‘payable date’ term

2.413 – accrued warning

added transfers in, scheme pays and underpin, split out pension sharing and earmarking

2.414 – accrued unavailable

accrued unavailable – removed “OTHER” and replaced with 3RD and MEM to indicate if something is preventing calculation not in the data provider’s control

accrued unavailable – add PNRD for schemes that cannot calculate values post-NRD

reviewed “System error” guidance wording

2.4x – accrued pension data

revisited all conditions on dates so that benefits quoted at NRD (for members past NRD) are allowed

codes added so that providers may reflect the same reasons for not providing information as the current Disclosure Regulations allow for SMPI statements.

checked guidance to ensure it is clear that accrued & ERI values should be calculated as at the same date

2.504 – annual report

made annual reports optional

General

explained what we mean by ‘contextual’ and ‘admin’ data

updated language for hybrids vs mixed

ensured all language is reflective of the nature of the benefit number, not the scheme’s label

changed “call” to “contact” in all explanatory text

renumbered fields after adding alternate forename fields