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The Pensions Dashboards Regulations (Northern Ireland) 2023
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Regulation 15(2)(a)
SCHEDULE 2Staging profile
This schedule has no associated Explanatory Memorandum
PART 1Large schemes
| Cohort | Scheme type | Number of relevant members at reference date | Staging deadline |
|---|---|---|---|
| 1(a) | master trust schemes that provide money purchase benefits only | 20,000 or more | 31st August 2023 |
| 1(b) | money purchase schemes used for automatic enrolment | 10,000 or more | 30th September 2023 |
| master trust schemes that provide money purchase benefits only | 10,000 – 19,999 | ||
| 1(c) | money purchase schemes used for automatic enrolment | 5,000 – 9,999 | 31st October 2023 |
| master trust schemes that provide money purchase benefits only | |||
| 1(d) | schemes without money purchase benefits, other than public service pension schemes or parliamentary pension schemes | 20,000 or more | 30th November 2023 |
| hybrid schemes | |||
| any remaining money purchase schemes | |||
| 1(e) | money purchase schemes used for automatic enrolment | 2,500 – 4,999 | 31st January 2024 |
| master trust schemes that provide money purchase benefits only | |||
| 1(f) | money purchase schemes used for automatic enrolment | 1,000 – 2,499 | 29th February 2024 |
| master trust schemes that provide money purchase benefits only | |||
| 1(g) | schemes without money purchase benefits, other than public service pension schemes or parliamentary pension schemes | 10,000 – 19,999 | 31st March 2024 |
| hybrid schemes | |||
| any remaining money purchase schemes | |||
| 1(h) | schemes that provide collective money purchase benefits, whether alone or in conjunction with other benefits | all sizes | 30th April 2024 |
| 1(i) | schemes without money purchase benefits, other than public service pension schemes or parliamentary pension schemes | 5,000 – 9,999 | 30th June 2024 |
| hybrid schemes | |||
| any remaining money purchase schemes | |||
| 1(j) | schemes without money purchase benefits, other than public service pension schemes or parliamentary pension schemes | 2,500 – 4,999 | 31st July 2024 |
| hybrid schemes | |||
| any remaining money purchase schemes | |||
| 1(k) | schemes without money purchase benefits, other than public service pension schemes or parliamentary pension schemes | 1,500 – 2,499 | 31st August 2024 |
| hybrid schemes | |||
| any remaining money purchase schemes | |||
| 1(l) | schemes without money purchase benefits | 1,000 – 1,499 | 30th September 2024 |
| any remaining hybrid schemes | |||
| any remaining money purchase schemes | |||
| parliamentary pension schemes | 1,000 or more | ||
| public service pension schemes | all sizes |
PART 2Medium schemes
| Cohort | Type of pension scheme | Number of relevant members at reference date | Staging deadline |
|---|---|---|---|
| 2(a) | relevant occupational pension schemes | 850 – 999 | 31st October 2024 |
| 2(b) | relevant occupational pension schemes | 750 – 849 | 30th November 2024 |
| 2(c) | relevant occupational pension schemes | 600 – 749 | 31st January 2025 |
| 2(d) | relevant occupational pension schemes | 500 – 599 | 28th February 2025 |
| 2(e) | relevant occupational pension schemes | 400 – 499 | 31st March 2025 |
| 2(f) | relevant occupational pension schemes | 320 – 399 | 30th April 2025 |
| 2(g) | relevant occupational pension schemes | 250 – 319 | 31st May 2025 |
| 2(h) | relevant occupational pension schemes | 195 – 249 | 31st July 2025 |
| 2(i) | relevant occupational pension schemes | 155 – 194 | 31st August 2025 |
| 2(j) | relevant occupational pension schemes | 125 – 154 | 30th September 2025 |
| 2(k) | relevant occupational pension schemes | 100 – 124 | 31st October 2025 |
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