News and Events

Read our latest Process and Standards Group update.

The findings of the FCA’s latest protection market study are about to land and we offer our perspective.

Read our latest Process and Standards Group update.

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

Shaping the future of financial planning.

We have extended our LoA Data Checklist to include investment.

The Document Access Standard provides uniform API protocols, consistent data formats and reliable, scalable connections.

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.