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Criterion Standards

What are Criterion Standards?

Criterion’s Standards are used by leading providers, platforms, advisers, promoting efficiency throughout the industry.

They provide the backbone for the exchange and movement of data for a large range of processes, helping organisations to significantly cut the costs of linking between systems.

Featured Standards

Flexible Integration Toolkit

MPS Edit Model and Rebalance

Occupation Codes List

Frequently used
Quotes Protection Quotes Annuities Contract Enquiry Bulk Valuations
View all criterion standards

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How are Standards managed?

Criterion Standards are managed by working groups. Our working groups bring together expertise from providers, platforms, advisers, software companies and government and industry bodies. A key objective is to collaborate and identify ways to make processes more efficient and to cut costs for users.

Next working group meetings

Upcoming meeting

Process and Standards Group meeting

19 August 2026
Upcoming meeting

Fix LoA Action Group

30 September 2026
Upcoming meeting

Process and Standards Group meeting

4 November 2026
Explore our Working Groups
News
14 July 2026

Standards June programme update

Standards
Governance
Progress continues across key standards initiatives, with activity focused on research, develop...
News
08 June 2026

Warning: the bridges connecting you to your distribution partners may contain duct tape

Platform Account Opening
Standards
How industry-agreed standards help platforms scale, stand out and thrive in an era of tech debt...
News
13 May 2026

How Shepherds Friendly put its protection products at the heart of adviser workflows

Standards
Industry
We sat down with Shepherds Friendly to hear how adopting the Quotes Protection Standard transfo...