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Reporting standards

The reporting standards set out the requirements on pension providers and dashboard providers for generating, recording, and reporting data. These include:

  • business audit requirements – information required for non-repudiation purposes and/or to support forensic investigation if things go wrong
  • protective monitoring – for security protection and detection of threats
  • operational monitoring – to measure pension provider interface performance
  • management information – data to track how service performance and how the dashboards service is used
  • regulatory oversight reporting – data that will support regulators to monitor pension providers’ and dashboards providers’ compliance with legal obligations

All PDP standards are published as ‘draft’ until approved by the Secretary of State for Work and Pensions. Find out more about PDP’s approach to standards governance.

PDP recommends schemes and providers align with the current version whilst preparing for connection. This version was developed following industry consultation and review by PDP volunteer participants.

PDP may make further changes before seeking formal approval. Only necessary changes will be considered and we will work with industry to understand potential impacts.

Download the reporting standards

Changelog

Published 19 July 2022
Last updated 21 November 2022
Show all updates

1 Intro

new section, amended for consistency across standards: updated to include common intro

2 Summary

reduced the overall feeds: summary table updated to reflect the reduction in the  number of API’s

3 Record keeping

added: section added around record keeping requirements

4 Generic API

added: section added defining generic requirements for API’s

5 Business audit 

removed, now covered in technical standards register PeI API: need to update on change of PeI status removed

5 Business audit view API

updated: more detail added to data definition including examples

5 Business audit dashboard redirect API

updated: more detail added to data definition including examples

6 Operational monitoring

updated: removed QPDS operational monitoring

6 Data provider health check API

updated: more detail added to data definition including examples

7 Protective monitoring

updated: completely revamped removed data provider API

7 Dashboard access API

updated: more detail added to data definition including examples

8 Ecosystem oversight and insight (MI)

updated: removed a number of API’s

8 View requests API

updated: more detail added to data definition including examples

8 Dashboard access API

updated: more detail added to data definition including examples

8 Data provider availability API

updated: more detail added to data definition including examples

8 Dashboard provider availability API

updated: more detail added to data definition including examples