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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
30 July 2025

PSG Update - June 2025

Read our latest Process and Standards Group update.

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
30 June 2025

PSG Update - May 2025

Read our latest Process and Standards Group update.

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.

News
30 April 2025

PSG Update - March 2025

Read our latest Process and Standards Group update.