We’ve previously informed you about the Monthly Data Collection (MDC) Full Checklist and provided guidance on how to complete it.

The next stage of this process is Member Self Service, where we’ll encourage members to check their service history via My Pension Online. However, this won’t happen until every employer each member has service with has been given the opportunity to complete the Full Checklist.

Once your deadline for completion has passed (either the one we set for you, or the date you gave us), your employees will be included in our Member Self Service process. 

The system checks to see if all the employers that a member has been employed with have passed their deadline before starting notifications to that member on My Pension Online. This means that if one of your employees has service with an employer that has passed their deadline, it’ll wait until your deadline has passed before starting notifications for that member.

The member will receive a message the next time they log in to their account, encouraging them to review their service. They can decline this three times but on the fourth attempt they’ll be taken directly to the Service history page and won’t be able to move on until they’ve ticked to say they have checked their service and confirmed it’s correct. 

If the member finds any gaps or service that doesn’t make sense, they’ll be advised to contact the relevant employer so the service can be corrected.  

As part of this process, we’ll make it clear that members need to check all their service to ensure any possible gaps aren’t merely periods when they were opted-out of the Scheme.

Completing the checklist by the deadline will ensure you’ve corrected gaps before the member’s asked to review them, reducing the likelihood of queries. Guidance on completing the checklist can be found here (PDF, 126 KB) (This link opens in a new window).