News and Events

We are chairing the Retirement Income Providers’ Forum, bringing consistency, focus and over 30 years of experience to support collaboration and tackle industry challenges.

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.

We discuss the findings of this report and the STAR initiatives’ transfer standards.

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.