News
Protection is on the brink of reform: is your firm ready?
The findings of the FCA’s latest protection market study are about to land and we offer our perspective.
PSG Update - August 2025
Read our latest Process and Standards Group update.
Criterion launches new industry standard to streamline investment Letters of Authority
The LoA Data Checklist for investments has been launched for industry review.
From Evolution to Transformation: Criterion at Verve 2025
Shaping the future of financial planning.
LoAs made simple – final checklist challenges industry to step up
We have extended our LoA Data Checklist to include investment.
Connecting the industry: a unified standard for adviser document access
The Document Access Standard provides uniform API protocols, consistent data formats and reliable, scalable connections.
PSG Update - July 2025
Read our latest Process and Standards Group update.
Transforming annuity applications: new standard to reduce friction and improve flow
We discuss the development of the new Post-Quote Annuity Application Data Standard, designed to increase efficiencies in annuity applications.
New version of the Remuneration Statement Standard published: enhancing clarity and accuracy
This version introduces clearer reporting with a new investment adviser charge category to improve accuracy and consistency for firms who differentiate adviser charges.