Pasa updates data matching guidance for dashboards

The Pensions Administration Standards Association (PASA) has published a revised 2025 edition of its Data Matching Convention (DMC) Guidance, providing more detailed criteria for how schemes and providers should match member data ahead of pensions dashboards.

The revised edition is designed to help schemes, administrators, and providers set accurate matching criteria ahead of the pensions dashboards launch. It comes just before the Citizen User Testing phase of the MoneyHelper dashboard, when matching responsibilities will start in earnest.

Pasa says the update, developed by PASA’s Dashboards Working Group with input from expert partner Lumera, reflects industry experience and regulatory changes since the original 2021 release. It provides a clear roadmap for meeting legal duties and protecting member data.

Pasa’s Dashboards Working Group chair Maurice Titley says: “With real Find Requests from savers due to begin shortly, the time for theoretical preparation is over. Our 2025 Guidance is designed to help the industry respond confidently to the practical challenges of matching. The new version recognises recent developments such as the confirmed use of verified data from the GOV.UK One Login service, including verified email, and emphasises the need to adopt criteria which is both secure and effective. This update gives administrators and providers the tools to make matches which are accurate, scalable and resilient.”

Pasa chair David Fairs says: “Matching lies at the heart of the dashboards user experience. Getting it right is essential to ensure members can successfully find their pensions while minimising the risk of incorrect matches. This Guidance helps schemes meet this challenge and reflects PASA’s ongoing commitment to supporting the industry with high-quality, practical guidance throughout the dashboards journey.”

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