News and Events

The LoA Data Checklist for investments has been launched for industry review.

We are chairing the Retirement Income Providers’ Forum, bringing consistency, focus and over 30 years of experience to support collaboration and tackle industry challenges.

We discuss the findings of this report and the STAR initiatives’ transfer standards.

We have extended our LoA Data Checklist to include protection.

We discuss the Later Life Lending Summit key takeaways and discussions on integration and standardisation.

We have moved to a new Kingsford serviced office in Edinburgh.

We look back at our first industry Standard and how it helped established the basis for the next 30 years of collaboration around integration Standards.

First Fix LoA Action Group (FLAG) meeting held with 30 organisations in attendance.

We discuss the findings of our report with NextWealth and where firms can go from here.