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.
PSG Update - August 2025
Read our latest Process and Standards Group update.
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.
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.