News and Events

Read our latest Process and Standards Group update.

We discuss the development of the new Post-Quote Annuity Application Data Standard, designed to increase efficiencies in annuity applications.

This version introduces clearer reporting with a new investment adviser charge category to improve accuracy and consistency for firms who differentiate adviser charges.

We look beyond MPS price and performance - robust operational due diligence is every financial advisers’ duty.

We're partnering with the industry to streamline system-wide document management.

Read our latest Process and Standards Group update.

Fiona Hughes reflects on her charity event and real-world lessons for financial services.

We discuss the need for standardisation and collaboration across the industry.

We discuss the changes to this standard.