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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.

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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

Fix LoA Action Group

30 September 2026
Upcoming meeting

Process and Standards Group meeting

4 November 2026
Upcoming meeting

Fix LoA Action Group

9 December 2026

Latest standards news

News
30 September 2025

PSG Update - August 2025

Read our latest Process and Standards Group update....
News
23 September 2025

Criterion launches new industry standard to streamline investment Letters of Authority

The LoA Data Checklist for investments has been launched for industry review. ...
News
12 September 2025

From Evolution to Transformation: Criterion at Verve 2025

Shaping the future of financial planning. ...