Dashboards
What the pensions dashboard will and won’t tell you
A side-by-side of the seven questions we put to every scheme, and what the dashboard’s published view data actually returns.
Last reviewed September 2026. Correct as at 17 September 2026.
What this tool does. It writes the letters and asks the questions. It does not tell you what to do with the answers. It is not financial advice, and we are not authorised to give it.
A pensions dashboard returns a defined set of data. It is useful, and it is not complete. This table sets the two side by side.
What the dashboard does return
- The scheme and employer name.
- Your membership dates.
- The administrator’s contact details.
- An accrued value or an estimated retirement income.
- Signpost links to the scheme’s costs-and-charges page.
The seven questions, against the dashboard
| Question | Shown on the dashboard? |
|---|---|
| Membership and policy number | Not shown. The dashboard returns the scheme and employer name, not your reference. |
| Defined benefit, defined contribution, or both | Partly. It shows an accrued value, but not necessarily which type it is. |
| Current value, and DB annual pension | Partly. It shows an accrued value or an estimated retirement income. |
| Normal retirement age and protected pension age | Not shown. The dashboard does not return a protected pension age. |
| Guaranteed annuity rate or GMP | Not shown. The dashboard does not return guaranteed annuity rates or GMPs. |
| Transfer value and death benefits | Not shown. The dashboard does not return transfer values or death benefits. |
| The address the scheme holds for you | Not shown. It returns the administrator’s contact details, not the address held for you. |
| Where liabilities went, if the scheme wound up | Not shown. |
| Written confirmation when no record exists | Not shown. |
This table is free to reuse with attribution.
Dashboard view data as specified at the time of writing. Correct as at 17 September 2026; the dashboard timetable is still moving. (correct as at 17 September 2026)
The two letters
The HMRC employment-history letter
The only route to a complete list of every employer you ever had. Written, addressed and ready to sign.
The seven-question scheme letter
Membership, value, retirement age, guarantees, transfer value, death benefits and the address on file — put to every scheme you were ever in.