Whitepaper library
Welcome to our whitepaper library, where we share in-depth research from industry experts, forensic analysis, and innovative insights on various topics.
Keeping MPS clients in focus
"Keeping the client in focus” whitepaper - produced in partnership with NextWealth, a call on the industry to reduce friction and risk in the management of MPS on platforms.
NextWealth and Criterion
June 2024
What lies beneath
#LogYourLoAPain is a collaborative initiative supported by ten organisations, including Criterion, aiming to quantify the volumes and associated costs of the Letter of Authority (LoA) process. Launched in January 2024, the initiative generated 59 entries, representing 880 financial advisers, planners, and paraplanners.
Pensions Lab and Justine Patullo
Spring 2024
