News
Protection LoA Data Checklist now available
We have extended our LoA Data Checklist to include protection.
PSG Update - April 2025
Read our latest Process and Standards Group update.
First industry standard developed to transform platform account opening for advisers
We discuss the Draft B PAO Standard, developed through industry collaboration, which can enhance efficiency across the sector.
Best Foot Forward
As a team we’re raising money for Waverley Care with a challenge of completing 3.5 million steps in just 30 days.
PSG Update - March 2025
Read our latest Process and Standards Group update.
STAR 2025 accreditations: recognising firms leading the charge against transfer delays
The STAR initiative has awarded the 2025 accreditations.
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.