News
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.
PSG Update - March 2025
Read our latest Process and Standards Group update.
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.
Criterion 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.
Rethinking platform switching: turning friction into efficiency
We discuss Woven Advice’s whitepaper: Platform Switching Eats Strategy for Breakfast.