Connecting to pensions dashboards

Final scheme connection details

Phoenix Life Limited, trading as Standard Life, want to help your scheme connect to pensions dashboards.

Where we refer to Standard Life, we mean Phoenix Life Limited as your provider.

If you have more than one scheme with Standard Life, you need to complete and submit a separate form for each scheme.

We’ll record and use this information provided in this form to connect to pensions dashboards.

It's important you complete all the relevant details for your scheme, so we can connect your scheme.

Missing the DWP connection deadline could result in regulatory action against your scheme.

Tell us about your scheme

Scheme name

Please enter the full scheme name as it appears on the documents provided by Standard Life

Scheme policy number

Enter your scheme number as provided by Standard Life

Voluntary connection date

Revised connection date if you have agreed with TPR for your scheme to connect at a different date to your original staging date please let us know. Please type 'N/A' if not applicable.

Pensions Scheme Registry number (PSRN)

You'll find this in your email from The Pensions Regulator (TPR) "Act now: Your dashboard connection duties"

Pensions Dashboards Registration Code

The code issued by TPR to connect your scheme to dashboards.

Pension link ID

A Globally unique identifier (GUID) or Unique identifier (UUID) your scheme needs to display linked OPS and AVC schemes together on dashboards.

A GUID/UUID is a digitally generated 32 character code made up of lower case letters and numbers separated by hyphens. For example b284b0b1-488a-4acb-ab91-4387e87e7d2c

These can be generated via online UID generator tools like https://www.uuidgenerator.net

Preferred Scheme method of contact to be displayed to dashboard users for full matches

Please select email, phone or post from the drop-down list.

Preferred Scheme contact details to be displayed to dashboard users for full matches

Please provide your email address or phone number or postal address.

Website links (URLs) to scheme information and documents where available:

Member costs and charges information

Website URL where information on costs and charges relating to a Defined Contribution (DC) pension scheme can be found. Please type 'N/A' if not applicable.

Statement of investment principles (SIP)

Website URL where the scheme SIP can be found. Please type 'N/A' if not applicable.

Scheme Implementation statement

Website URL where the scheme implementation statement can be found. Please type 'N/A' if not applicable.

Submitted on behalf of the Trustees by authorised signatory:

Enter full name(s) to submit:

Date of submission

Scheme contact phone number:

Scheme contact email address

A copy of the information submitted in this form will be sent to the email address provided.

Data Protection

We’re committed to maintaining the trust and confidence of our customers. Our Privacy Policy explains how we use our customers’ personal information. It explains when and why we collect personal information about our customers, how we use it, the conditions under which we may share it with others and how we keep it secure. It also explains how you can obtain details of the information we hold about you, and the choices you have about how we use that information. You can get a copy of our Privacy Policy on our website at www.standardlife.co.uk/privacy

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Connecting to pensions dashboards

Final scheme connection details

Tell us about your scheme

Submitted on behalf of the Trustees by authorised signatory:

Data Protection