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Pensions Dashboard Connection

This form is only relevant for trustees of occupational schemes with Royal London that we have previously contacted about pensions dashboard connection arrangements.

Trustees of occupational schemes are responsible for ensuring that their scheme connects to the pensions dashboard environment ahead of the legal deadline for their scheme and have ongoing obligations too. You can find out more information on The Pensions Regulator website (opens in a new window).

Ahead of the ‘connect by’ date, Royal London will write to trustees of relevant schemes that are likely to be in scope reminding trustees of their duties and explaining in more detail how Royal London can help – please look out for that letter or contact us if you have any questions.

If you’re a trustee of an occupational pension scheme with Royal London, we need you to let us know if you want Royal London to connect your scheme to the pensions dashboard by specifically opting-in. We will use this form to capture formal consent from trustees of those schemes to connect and collect final connection information. If you don’t want Royal London to connect your scheme, you don’t need to complete this form.

The connection timeline

The Department for Work and Pensions (DWP) has set out the pensions dashboard connection schedule (opens in a new window) by scheme type and size.  All occupational pension schemes with 100 or more ‘relevant’ members are in scope and legally required to connect to the pensions dashboards environment before the connection deadline of 31 October 2026. Each scheme has its own ‘connect by’ date between 30 April 2025 and 30 September 2026. Trustees can also use The Pensions Regulator tool (opens in a new window) to check their ‘connect by’ date.

How to let us know

Fill in our online form to specifically opt-in and let us know you want us to connect your scheme to pensions dashboard, which we need you to do within the timeframes we’ve set out in our previous letter to you. If you don’t complete this form, we won’t connect your scheme or members. If you have more than one scheme with Royal London, you will need to submit this form for each scheme.

To avoid any issues, please ensure that any connection codes are provided to us with sufficient time before any expiry dates on their use and that they are valid to use on your ‘connect by’ date.

To speed things up, please have this information ready before you start:

  • Your trustee address
  • Pension scheme full name
  • Pension scheme number
  • Your scheme 'connect-by' date
  • Your TPR connection code
  • Your Pension Scheme Registry (PSR) number from The Pensions Regulator
  • Up to date member data to enable matching (NI numbers and addresses)

Personal information collected on this form will be used to administer your request. To understand the detail of how we use your information you can read the privacy policy (opens in a new window) or listen on 0800 085 8352.

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Tell us if you want Royal London to connect your scheme

This form should take about five minutes to complete. All fields are mandatory unless marked as (optional).

We’ll record and use the information provided in this form to connect to pensions dashboards. Please also review the information provided by The Pensions Dashboard Programme (opens in a new window).

Personal information

Contact information

Trustee address

Pension scheme information

Is your scheme in scope to connect to pensions dashboard?

If your scheme isn’t in scope at the moment but you have arranged with The Pensions Regulator to connect voluntarily, you can continue using this form. Otherwise you do not need to complete this form, your scheme will be excluded from connection.

Pensions dashboard connection

Supporting documents

Please upload your excel file
Please provide a URL link to your Implementation Statement

Important information and declaration

‘You’ means the trustee(s) of the pension scheme, the details of which have been provided in this form. ‘Royal London’ means The Royal London Mutual Insurance Society Limited and/or its Group of companies.

By completing this form and providing your scheme information, you are authorising Royal London to connect and upload the data you have given us or that we otherwise hold in relation to your scheme to the pensions dashboard environment on your behalf (in your capacity as trustees of the scheme).

You confirm you have reviewed and agreed to the terms and conditions of the previous letter we have sent you in relation to the connection of your scheme to the pensions dashboard environment through Royal London.

You confirm you have reviewed the data protection provisions in the letter we have previously provided you and Royal London’s privacy notices at www.royallondon.com/legal/privacy.

By authorising Royal London to share member or scheme data with the pensions dashboard and the relevant parties involved in the pensions dashboard environment, you as a data controller of member and scheme data are agreeing to the terms and conditions set out in this form and the letter we previously sent you.

In respect of the connection services provided by Royal London as set out in this form and in our previous letter to you relating to pensions dashboard, please note that Royal London will not amend or verify any data you provide to us in this form (including member data) before we submit it to pensions dashboard.

You are responsible for ensuring your scheme data is complete, accurate and up-to-date.

Royal London reserves the right to charge you a reasonable fee in relation to: (i) resolving any query raised by The Pensions Regulator, or (ii) any data correction exercise in relation to the submission of the data to pensions dashboards.

Declaration

By completing this form I confirm that all trustees of the scheme referred to in this form agree to the terms and conditions set out in this form and the letter previously sent to you by Royal London in relation to pensions dashboard and that the information provided in this form is correct, complete and accurate.

I confirm that all trustees of the scheme authorise and agree to Royal London connecting the scheme and members of the scheme on behalf of the scheme trustees to pensions dashboard and to provide the scheme and member data on the basis of this form or information otherwise held by Royal London.

Declaration confirmation

Signed for and on behalf of the trustees of the scheme by authorised signatory:

Need to name more Trustees? (optional)
Get in touch by phone

Give us a call on:

0345 602 1885

Lines open 8am - 6pm Monday to Friday (excluding bank holidays)

Get in touch by post

If you want to write to us, our address is:

Royal London Group, 22 Haymarket Yards, Edinburgh, EH12 5BH