Working Groups

SaGE is the Governance body that advises on the Programme that delivers Criterion’s Business Plan.

Providing detailed Governance of the evolution of Criterion Standards.

The STAG will work within the business scope of the PSG and will complement the PSG by providing the technical strategy for business projects.

Management of the evolution of the Criterion Common Declarations for the benefit of the industry.

The group manages the development of the Retirement Health Form.

A forum for providers in the market for retirement income solutions, to discuss industry themes and dynamics relevant to the efficient functioning of the sector.

This group will collaborate to determine the preferred approach for delivery of Standards - aligned with adviser journeys and useability requirements - to support account opening on platforms.

The purpose of this working group is to manage the development of a standard to support the document vault process.

This group will collaborate to agree a standard mechanism to enable advisers, using a portal, to supplement an existing guaranteed quote reference with the additional non-quote data required to complete the annuity application.

This project seeks to establish industry-wide consensus on the proposed solutions, assess the appetite for change, and determine the relative priority of each item. The ultimate goal is to deliver a coordinated set of updates that reflect current legislation, support operational efficiency, and ensure consistency across implementations.

The Fix Letters of Authority Action Group's (FLAG) primary goal is to streamline and improve the LoA process through collective and coordinated action.

Development Project to develop Standards to support the Letter of Authority fulfilment process.

The purpose of the ERASGG is to manage the evolution of Criterion’s API Standards in the Equity Release market for the benefit of all participants. Membership of the Group is open to all Licence Holders.

This Group will collaborate to agree a standard mechanism for providers to inform advisers of policy and possibly client-related events, in time for mitigating action to be taken.

This Group will allow the sharing of best practice on Occupation Codes List implementation with all interested parties and provide a forum for open and appropriate communications for organisations implementing v3.1.

This project will develop and deliver data integration (API) Standards for processes relating to the management of model portfolios made available on Investment Platforms by Discretionary Fund Managers (DFMs).