News
Rethinking platform switching: turning friction into efficiency
85% of advice firms say integration gaps create inefficiencies.
Letter of Authority (LoA) Data Checklist launched
LoA Data Checklist for advisers is now available to download for free.
PSG Update - January 2025
Read our latest Process and Standards Group update.
New fillable Retirement Health Form (RHF) now available
We have been working with the industry to create a new fillable RHF.
Streamlining communication between adviser systems and platforms
We discuss the development of Platform Account Opening (PAO) Standard that will improve communication between adviser systems and platforms.
PSG Update - December 2024
Read our latest Process and Standards Group update.
FT Adviser declares 2025 as the year to fix Letters of Authority (LoAs)
FLAG has gained support from the FT Adviser to help fix LoAs.
Resource-orientated Standards
We discuss our resource-orientated Standards.
PSG Update - November 2024
Read our latest Process and Standards Group update.