News
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.
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.