News
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.
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.
Our response to the FCA’s life insurer pension transfer review findings
We discuss the findings of this report and the STAR initiatives’ transfer standards.
PSG Update - July 2025
Read our latest Process and Standards Group update.