News
News
06 August 2025
New project tackles integration gaps in adviser-platform document management
We're partnering with the industry to streamline system-wide document management.
News
23 July 2025
Pickleball, a whiteboard and a digital wake-up call
Fiona Hughes reflects on her charity event and real-world lessons for financial services.
News
18 July 2025
Shaping the future of account opening
We discuss the need for standardisation and collaboration across the industry.
News
14 July 2025
Updating the Remuneration Statement Standard
We discuss the changes to this standard.
News
05 June 2025
Protection LoA Data Checklist now available
We have extended our LoA Data Checklist to include protection.
News
21 May 2025
First industry standard developed to transform platform account opening for advisers
We discuss the Draft B PAO Standard, developed through industry collaboration, which can enhance efficiency across the sector.