News
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
21 April 2025
Shaping the future of Letters of Authority (LoAs): join the conversation on 1 May
We are hosting an industry feedback session to discuss the LoA Data Checklist and next steps.
News
02 April 2025
Criterion urge the FCA to build on existing pension transfer standards
We discuss points outlined in the FCA’s Discussion Paper and our response.
News
20 March 2025
Rethinking platform switching: turning friction into efficiency
We discuss Woven Advice’s whitepaper: Platform Switching Eats Strategy for Breakfast.
News
04 March 2025
Letter of Authority (LoA) Data Checklist launched
LoA Data Checklist for advisers is now available to download for free.
News
11 February 2025
Streamlining communication between adviser systems and platforms
We discuss the development of the Platform Account Opening (PAO) Standard that will improve communication between adviser systems and platforms.