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

This is a draft version of the reporting standards, which was published in November 2022. All standards will be updated following engagement with industry, before being submitted to the Secretary of State for approval.

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