Standards for key MPS processes for the investment platform and DFM communities.

Setting the standard for smoother transfers by defining and shaping industry-wide standards.

Supports advisers with effective and automated methods of gathering information on clients’ existing policies.

API designs for Equity Release Quotes and KFIs and Equity Release Apply.

Set of commonly agreed legal wording and data that are used across the pension transfer process.

Our Governance provides a framework that helps competitors to work together to simplify how their market functions.