The PASA Pensions Dashboards Working Group (PDWG) has recommended that schemes conduct checks into the accuracy of personal data as part of its updated Dashboards Data Matching Conventions (DMC) Guidance.
The guidance, which was first released in December 2021, has been revised to include a call to action, outline the current status of the following stages, and include links to other industry guidance.
Schemes must conduct a personal data accuracy investigation, and make matching decisions before the scheme’s specific dashboard staging date.
PASA says that schemes should aim to understand the level of confidence in the accuracy of the surnames, DOBs, and NINOs on all deferred and active member records by working closely with their administrator, technology suppliers, and wider data specialist providers.
PASA chair Kim Gubler says: “All schemes need to focus on this important topic of data matching now. PASA produced this Guidance and continues to update it to support the pensions administration community in liaising with schemes and working with them to produce solutions which work for all parties.”
PASA co-chair of the PASA Pensions Dashboards Working Group Rob Dodson says: “We’ve further strengthened the DMC Guidance to add further chapters (10 and 11) detailing the reasons for the pressing need to engage with this subject, what we are working on next and why this is needed. These areas include: personal identifiers – impact of verified vs self-asserted, options for matching without NINO, possible matching, considerations for split-administration scenarios and reference to other industry guidance.”
