PASA has today published new Guidance: Dashboards Toolkit – Use of Warnings and Unavailable Codes.
Developed by the PASA Dashboards Working Group, in consultation with the Pensions Dashboards Programme and the Money and Pensions Service, the Toolkit provides trustees, scheme managers and providers with practical support on applying consistent approaches to warning and unavailable codes across pensions dashboards.
These codes are essential in situations where accurate value data can’t be displayed immediately. Without clear guidance, approaches risk diverging unnecessarily, potentially leading to inconsistent saver experiences and confusion.
Maurice Titley, Chair of the PASA Dashboards Working Group (PDWG), said: “Dashboards are one of the most important developments in pensions for decades, and ensuring they deliver a clear, consistent experience for savers is crucial. The use of warnings and unavailable codes may seem technical, but applied incorrectly they can undermine confidence and generate unnecessary queries. This Toolkit provides practical guidance to help administrators and providers make the right decisions and keep dashboards user-friendly, accurate and reliable.”
Geraldine Brassett, Chair of the PDWG’s scheme configuration sub-group, said: “The Toolkit offers clarity on:
- When to apply specific Unavailable codes (e.g. pending calculations, outstanding transactions, new joiners, AVCs, or schemes in wind-up)
- Good practice in the use of Warning codes (e.g. deferred benefits, scheme pays adjustments, earmarking/sharing orders, underpin benefits)
- Supporting savers where value data can’t be updated immediately, including alignment with regulatory 3/10-day service level agreements
- Ensuring communication strategies anticipate and explain dashboard delays or exceptions
This latest Toolkit continues PASA’s mission to provide the pensions industry with pragmatic, detailed guidance which supports compliance while putting the saver experience first. We encourage all trustees, administrators and providers to use it as a reference point to help deliver a dashboards experience which works as intended, giving savers confidence in the information they see.”
The Toolkit is available now.
