News
Better connections, better advice: why we’ve joined the Financial Planning Club
We’ve joined forces with the Financial Planning Club to drive better integrations that make it easier for advisers to deliver on client promises.
HomeGame 5: embracing tech to lead the future of financial planning
The lang cat event reminded us of the importance of adopting new technology: those that get it right will lead the way, while those that don’t risk being left behind.
New role, fresh vision: Scott Machin joins the team
We sit down with Scott to discuss his new role and his tech-driven vision for the protection sector.
Criterion launches new industry standard to streamline investment Letters of Authority
The LoA Data Checklist for investments has been launched for industry review.
Criterion to lead the Retirement Income Providers’ Forum
We are chairing the Retirement Income Providers’ Forum, bringing consistency, focus and over 30 years of experience to support collaboration and tackle industry challenges.
Our response to the FCA’s life insurer pension transfer review findings
We discuss the findings of this report and the STAR initiatives’ transfer standards.
Protection LoA Data Checklist now available
We have extended our LoA Data Checklist to include protection.
Later Life Lending Summit 2025
We discuss the Later Life Lending Summit key takeaways and discussions on integration and standardisation.
New office - 14 Albany Street
We have moved to a new Kingsford serviced office in Edinburgh.