Are your schemes ready for matching?
With pensions dashboards set to go live in 2025, matching will soon be a reality for schemes and providers. Accurate, well-maintained data is key to ensuring a smooth experience for users and minimising administrative strain.
In our latest video, Lumera’s Maurice Titley and Ross Milligan discuss how schemes should prepare for matching, the impact of the testing phase, and best practices for optimising match criteria to minimise resource strain on administration teams.
This is the first in our series of videos on pensions dashboards, leading up to Lumera Morning Insights webinar on 26 February.
Join us for Tackling pensions dashboards – Insights from experts, where industry leaders will explore connection strategies, the Government Dashboard phase, and lessons from European dashboards.
