UAT

UAT space

Open the pension transfer journey in test mode whenever you like — no secure invitation link needed.

Test as client

The self-serve journey a client opens from their secure email link.

Provider, value and transfer route questions
Crystallised and uncrystallised split
Declaration and submission screen

Test as adviser

The adviser journey, including the route decision for the client.

Origo or paper / manual route choice
Transfer documents and LOA assistance
Adviser declaration and submission screen

What test mode simulates

Client

Jordan Patel

SIPP reference

SIPP-2026-DEMO

Expected transfer value

£60,000

Nothing is sent to the CRM or the backend in test mode. A submission returns a local UAT reference only, and form progress is not saved, so refreshing starts a clean test. The Next Steps, LOA assistance and account screens still need a real secure link.