News
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.
Pickleball, a whiteboard and a digital wake-up call
Fiona Hughes reflects on her charity event and real-world lessons for financial services.
Shaping the future of account opening
We discuss the need for standardisation and collaboration across the industry.
Updating the Remuneration Statement Standard
We discuss the changes to this standard.
PSG Update - May 2025
Read our latest Process and Standards Group update.
Protection LoA Data Checklist now available
We have extended our LoA Data Checklist to include protection.
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.