The Government has restated its commitment to delivering pensions dashboards in a written statement.
Technical connection: Prerequisites
Guidance for pension providers, schemes and integrated service providers (ISPs)
Overview
Purpose of this step
To evidence that you have met the requirements to access the test environment. You need to provide evidence that:
- your build has passed system testing
- you have completed your internal IT service acceptance
This guidance explains how to submit this evidence to PDP.
System testing evidence
You need to submit system testing evidence through the connection portal. Read the system test pack for more information on system testing.
PDP requires a 100% pass rate on all test cases to proceed to the next phase of testing.
Who completes this step?
- test manager (you may need to speak with your service manager to complete this step)
Read the full list of roles and responsibilities.
Before you begin
You need to be familiar with:
- PDP system test data
- PDP system test pack
- PDP technical standards
- PDP data standards (refer to find and view schemas)
You need to:
- complete system testing using the test harness provided by MaPS or with their own stub consent and authorisation developed in-house
- collect evidence of the tests performed
What you need to do in this step
- Upload your system test report evidence.
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Upload your system test report
The report consists of 2 elements
1. Which test harness or stub content and authorisation was used to verify the resource server under the test’s interaction with consent and authorisation. This will be either:
- the test harness provided by MaPS
- your own stub content and authorisation developed in-house
2. Your evidence for each test case. This will usually take the form of:
- a screenshot of a Postman request and response
- ‘and/or’ logs copied from the test harness or stub consent and authorisation
There will be a certain amount of self-assertion, such as when there should be no logs as there should have been no requests to the test harness or stub consent and authorisation.
How to present the system testing evidence
You need to present evidence for each test case in a table format.
You can populate the table with a copy of the relevant text to show the success, unless the test case specifies to attach a screenshot, at the time of the test case results.
You can download a copy of the PDP system testing evidence template document and save as a PDF for submission to PDP. The file submitted can be up to 25MB in size.
Summary
Before you submit your information, carefully review all the attachments you have uploaded.
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What happens next
PDP will review the information you submitted. PDP will email you with the outcome and next steps.
If you have been successful: The primary technical contact will be notified by email to move on to download test crypto.
If your submission has been rejected: You will receive an email explaining why you were unsuccessful and what you need to do.
How long will it take?
You should get a response from PDP by email within 1 week. If you've not heard from us by then, let us know via support.
All emails from PDP will come from [email protected]. Check your junk or spam folder and ask your IT department to add this email to an allow list of addresses.
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Support
Find answers to common queries about pensions dashboards, give feedback or get technical support.
Changelog
Last updated:05/03/2025
5 March 2025
5 March 2025
- Content updated as service acceptance evidence is no longer required. See service acceptance guidance.
- Section "2. Upload evidence of your IT service acceptance" removed.