1. DELIVERING the PENSIONS dashboard

2. DELIVERY OF PENSIONS DASHBOARDS IS NOW A LIVE PROGRAMME
COMPULSION
ECOSYSTEM
STANDARDS
PREPARATION
Pension Schemes
Pension Providers
Administrators
Technology firms
Government / Parliament
Money and Pensions Service led industry Delivery Group
Industry bodies and regulators
Industrywide preparations to comply or volunteer
OUTCOMES

3. WHERE ARE THE uk’S pension POTS?
PENSIONS DASHBOARD 4
WHERE ARE THE uk’S pension POTS?
HIGH LEVEL OVERVIEW OF THE UK’S “PENSION POT LANDSCAPE"
SCHEME STRUCTURE:
STATUTORY PUBLIC SECTOR
OCCUPATIONAL PRIVATE SECTOR
CONTRACT/POLICY BASED PRIVATE SECTOR
MASTER TRUST
SIPPs/SSAS OTHER
Benefit Type: DB
DB & DC DC
13 Million
12 Million
20 Million
7 Million
8 Million

4. WHERE IS ALL THE DATA HELD?
PENSIONS DASHBOARD 5
WHERE IS ALL THE DATA HELD?
DATA IS HELD ON MANY PLATFORMS SPREAD ACROSS THE INDUSTRY
SCHEME STRUCTURE:
STATUTORY PUBLIC SECTOR
OCCUPATIONAL PRIVATE SECTOR
CONTRACT/POLICY BASED PRIVATE SECTOR
MASTER TRUST
SIPPs/SSAS OTHER
Benefit Type: DB
DB & DC DC
13 Million
12 Million
20 Million
7 Million
8 Million
✚ 100 schemes
✚ Mainly In House
✚ Small no of systems
✚ 5,700 Schemes
✚ 80% TPA, 20% In House
✚ 10 systems
✚ 35,000 Schemes
✚ 20 insurers
✚ 20 systems
✚ 100 Trusts
✚ TPA/In House
✚ Over 100 providers

5. HOW BIG IS THE DATA CHALLENGE?
PENSIONS DASHBOARD 6
HOW BIG IS THE DATA CHALLENGE?
EXPOSING ACCURATE DATA TO THE DASHBOARD IS ONE OF THE MOST SIGNIFICANT CHALLENGES TO OVERCOME
SCHEME STRUCTURE:
STATUTORY PUBLIC SECTOR
OCCUPATIONAL PRIVATE SECTOR
CONTRACT/POLICY BASED PRIVATE SECTOR
MASTER TRUST
SIPPs/SSAS OTHER
Benefit Type: DB
DB & DC DC
ACCESS: QUALITY: COMPLEXITY:
13 Million
12 Million
20 Million
7 Million
8 Million