News
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.
Look beyond MPS price and performance
We look beyond MPS price and performance - robust operational due diligence is every financial advisers’ duty.
New project tackles integration gaps in adviser-platform document management
We're partnering with the industry to streamline system-wide document management.
PSG Update - June 2025
Read our latest Process and Standards Group update.