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Unlock a stress-free dashboards journey

The countdown to pensions dashboards is on and the dashboards available point is getting ever closer. Are you ready?

Heywood’s Dashboards ISP provides a secure and compliant service.

Connect with confidence today.

  • Powerful and interactive reports and visualisations

  • Configure matching rules to suit your data

  • Secure, flexible and scalable infrastructure

“Working with Heywood on pensions dashboards over the past year has been a very positive experience. We worked towards loading our data onto their ISP since December. The testing and configuration process was intuitive and their platform is easy to use. Heywood’s engagement and support continues to be excellent, making a complex project relatively pain-free, as we worked towards the 30 April connection deadline.”

AJ Bell

AJ Bell was formed in 1995 and is one of the UK’s largest investment platforms, with over 590,000 customers enjoying their easy-to-use solutions.

As the first UK investment provider to make managing a self-invested personal pension (SIPP) possible online, AJ Bell was the first Heywood ISP customer to connect to the pensions dashboards.

Their pension scheme holds around 140,000 members.

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AJ Bell quote 1

Unparalleled expertise

“There were a number of ISP providers that we initially had in scope. In 2022, we carried out a request for proposal, with a strict set of business criteria, the majority of which were regulation-based.

Heywood stood out—not only for vendor engagement but also for its comprehensive approach to handling matching rules and criteria, which was a key differentiator.

From the outset, Heywood was very clear about the implementation process and what each step involved, which was very helpful in guiding us in our work.

They were very supportive of all our queries on data quality, testing and rule reviews. It really helped that when we had a burning question, it was generally answered almost immediately or within a day.”

AJ Bell's journey

“The training was very helpful and the user interface and application were clear and easy to use. We also found the project meetings effective.

We genuinely can’t think of anything that wasn’t of a really high quality all the way through, which made it easy for us as we were working in a pretty compressed timescale. We had to deliver the project in less than the normal implementation period and we ended up being ahead of schedule.

The company had already given us the impression of being an established market player, having clearly supported a customer base of occupational pension schemes for a long time. We experienced proof of that.

Heywood delivered what they said they would, how they said they would.

We were very impressed.”

AJ Bell quote 2

“We have previously dealt with suppliers that have used horrifically complex or archaic structures and processes, so initially, we were concerned about being able to write something that uploaded and updated all the data to the ISP.

Heywood’s was straightforward – we had an end-to-end process running a month before we onboarded, which was a nice surprise.

The specifications were clear and the process was straightforward; it worked exactly as the documentation said. It was pleasant to know that the engagement was exactly as we had hoped, which isn’t the experience we’ve had with other third parties.

We didn’t have a single query where we thought something didn’t work; it was more a clarification of how it did. The speed of Heywood’s responses made us feel that the project was taken seriously and that Heywood was helping us.

It’s refreshing when it all just works – it’s a sign of a very good, well-run organisation.”

AJ Bell quote 3

Why Heywood?

What would you say are the three main benefits to selecting Heywood Dashboards ISP?

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The engagement and assistance

“The responses to queries and the general help were excellent, probably the best we’ve worked with of any vendor.”

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The clear planning and communication

It was extremely clear what all our tasks were, what needed to be done and when. This made it very easy for us because we knew exactly if we were ahead or behind at any point.”

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The functionality

”It was very clearly defined and simple to use and test, which made things really easy for us.”

Heywood Dashboards ISP:

Are you ready for the pension dashboards? Heywood are here to help. We handle all the technical aspects, providing you with a secure, ongoing connection that delivers complete peace of mind when you’re ready to go live.

Once you’re connected, our advanced data tools will ensure your data is dashboard-ready. We’ll keep your data seamlessly connected, ensure ongoing compliance for your scheme and reduce the administrative burden, effortlessly.

“Thanks for all your assistance in getting us live on the pensions dashboards central digital architecture. You’ve been brilliant to work with and one of the best vendors I’ve engaged with."

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