News
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.
Criterions urge the FCA to build on existing pension transfer standards
We discuss points outlined in the FCA’s Discussion Paper and our response.
PSG Update - February 2025
Read our latest Process and Standards Group update.
PASA’s 2025 Annual Conference
We discuss some of the key highlights at PASA’s Annual Conference.
Rethinking platform switching: turning friction into efficiency
We discuss Woven Advice’s whitepaper: Platform Switching Eats Strategy for Breakfast.
Letter of Authority (LoA) Data Checklist launched
LoA Data Checklist for advisers is now available to download for free.
PSG Update - January 2025
Read our latest Process and Standards Group update.
New fillable Retirement Health Form (RHF) now available
We have been working with the industry to create a new fillable RHF.
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.