UK pensions dashboards services for confident matching

Your connection to UK pensions dashboards will either prove your credibility as a trusted and digital-first partner to your end-customers, or reveal decades of unresolved data quality issues.

We provide ISP connection services (as part of our role in Pension Fusion), data transformation and advanced matching tools to connect every pension benefit you manage with its rightful beneficiary.

Fast, reliable and comprehensive visibility for every member

Your customers expect (and regulators demand) that you show members and policy-holders quickly and easily the pension information you hold about them.

We provide data preparation and connection services to feed pensions dashboards with fast, reliable, accurate scheme data, so every beneficiary can make more informed decisions about their financial future.

We can also consolidate external data from any data source — like Additional Voluntary Contribution providers — to help the dashboards become a single source of truth for your members.

pension-dashboard-fast-reliable-comprehensive

Dashboard-ready data transformation

Exposing inaccurate or missing data to pensions dashboards isn’t just a poor customer experience — it carries heavy regulatory penalties.

Our data transformation services include a data readiness assessment that gets your pension data “dashboard ready”.

First we find, analyse and standardise all pension data relevant to dashboards held on your administration platform, to locate gaps and understand how that data might need to be maintained and updated as data standards change.

Next, we begin the real work to resolve the pension data quality issues that emerge over time, including advanced personal data verification and matching analysis.

Advanced tracing and matching

You need to be certain that you’re matching the right users of pensions dashboards to the right beneficiaries on your administration platform. But you also need to accommodate the uncertainty of possible matches caused by gaps in your data.

Lumera’s platform uses a broad variety of intelligent tracing and advanced matching tools and techniques that apply human-like judgement to build possible match recommendations.

This gives you the flexibility to move beyond binary matches with highly targeted possible match responses, which can be resolved quickly and with confidence.

Assurance on your dashboards implementation

If you’re already implementing a pensions dashboard connection solution, we can help to validate your processes and scheme preparations to make it easier to comply with regulations and guidance.

Our independent consultants can review all aspects of your implementation, leveraging our broad expertise, and help you to optimise your solution, and make the right decisions along the way.

The UK’s leading Integrated Service Provider for Pensions Dashboards

Through the acquisition of ITM, Lumera is partnered with Equisoft to form Pension Fusion, the UK’s leading Integrated Service Provider in the Pensions Dashboards space.

Since 2021, we’ve also acted as the Expert Partner for Pensions Dashboards for the Pensions Administration Standards Association in the UK, producing guidance and best practice to help UK administrators meet the new dashboard requirements.

At least 50% of UK schemes will use Pension Fusion for Pensions Dashboards in 2025

Over 40 UK organisations will use Pension Fusion technology to connect their pension data with pensions dashboards next year.

Our clients

Our clients represent the entire range of companies in the Life and Pensions industry.

AMF

How we helped a mutual insurance company to reduce complexity by a pioneering aggregation of agreements to lower fees and a migration to a modern policy administration environment.

Learn more

See our clients

Related content

UK Pensions Dashboard readiness

Insights | Article

UK Pensions Dashboard readiness

With the Pensions Dashboards connection deadline fast approaching, it's crucial that your scheme is fully prepared. This isn't just about compliance; it's about ensuring your members receive a clear and...

Meer lezenRead moreWeiterlesen

A blueprint for value? The future of a low-cost, consolidated workplace pension market

Insights | Article

A blueprint for value? The future of a low-cost, consolidated

As the UK moves toward a more streamlined and cost-effective workplace pension market, Lumera’s recent acquisition of ITM enables us to contribute valuable insights from Sweden’s centralized, low-cost pension model.