Criterion

protection conversations with clients. This is one of the most important conversations in financial services right now. Don't miss it: @a7453563-fd41-4089-9ee9-5f91d7f0dff9" target="_blank" rel="nofollow noopener">events.teams.microsoft.com/event/a1170f90…

With over 15 years of industry experience, Adam leads initiatives to increase client protection uptake at SJP - working closely with insurers and across the business to enhance the knowledge, skills, and confidence of advisers, empowering them to have more meaningful...

We're delighted to announce Adam Higgs, Head of Protection Proposition Delivery at St. James’s Place, as a panellist for the Protection: underwriting and innovation webinar on 20 May at 11:00.

If you're focused on growth in protection, Mark will share insight into where the strongest opportunities are right now. Don’t miss it – register free: @a7453563-fd41-4089-9ee9-5f91d7f0dff9" target="_blank" rel="nofollow noopener">events.teams.microsoft.com/event/a1170f90…

Mark Cracknell, Commercial Director at UnderwriteMe, has spent 35 years at the heart of financial services - building distribution teams, establishing strategic partnerships, and most recently leading the commercial development of the protection platform at UnderwriteMe.

he panel for the Protection: underwriting and innovation webinar on 20 May at 11:00, is shaping up to be something special - and we're excited to announce the next speaker.

Providers, platforms, tech suppliers, advisers - all in one place, collaborating, working through real challenges and setting the direction together. Your voice matters in this conversation - come join us.

𝗥𝗲𝗺𝗶𝗻𝗱𝗲𝗿: 𝘁𝗵𝗲 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗮𝗻𝗱 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱𝘀 𝗚𝗿𝗼𝘂𝗽 (𝗣𝗦𝗚) 𝗺𝗲𝗲𝘁𝘀 𝘁𝗵𝗶𝘀 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆. 📅If you're working in financial services and care about how integration standards are developed and managed - this is where it happens.

We're thrilled to announce Dale Woodward, Principal Underwriting Consultant at @iPipeline, as a panellist for the Protection: underwriting and innovation webinar on 20 May. @a7453563-fd41-4089-9ee9-5f91d7f0dff9" target="_blank" rel="nofollow noopener">events.teams.microsoft.com/event/a1170f90…

Version 2.0 of the Letter of Authority (LoA) Data Checklists for investments, protection and DC pensions are now live! Head to our website to access all three - and keep sharing your thoughts at: loa@criterion.org.uk. criterion.org.uk

By seamlessly connecting systems to remove friction out of the advice journey, standards help advisers focus on what really matters - supporting their clients. It’s the kind of impact you don’t always see but rely on every day.

𝟳𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 𝗾𝘂𝗼𝘁𝗲𝘀. 𝗘𝘃𝗲𝗿𝘆 𝘆𝗲𝗮𝗿. Our protection standards work quietly in the background to make this scale possible, enabling the quotes advisers see to be fast, accurate, and easy to access.

Join our upcoming webinar where industry experts will come together to explore how underwriting is changing, what delays are costing customers, and where the real opportunities lie. Expect fresh perspectives and a forward look at what innovation could mean for you.

Protection underwriting is evolving fast. The Financial Conduct Authority's recent market study gave the industry a vote of confidence, but it also made one thing clear: closing the protection gap is now on us.

𝗜𝗳 𝘆𝗼𝘂 𝘄𝗼𝗿𝗸 𝗶𝗻 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 – 𝗮𝘀 𝗮𝗻 𝗮𝗱𝘃𝗶𝘀𝗲𝗿, 𝘂𝗻𝗱𝗲𝗿𝘄𝗿𝗶𝘁𝗲𝗿, 𝗽𝗿𝗼𝘃𝗶𝗱𝗲𝗿, 𝗼𝗿 𝘁𝗲𝗰𝗵 𝘀𝘂𝗽𝗽𝗹𝗶𝗲𝗿 – 𝘁𝗵𝗶𝘀 𝗼𝗻𝗲’𝘀 𝗳𝗼𝗿 𝘆𝗼𝘂. @a7453563-fd41-4089-9ee9-5f91d7f0dff9/registration" target="_blank" rel="nofollow noopener">events.teams.microsoft.com/event/a1170f90…

If we want a truly revolutionary iPhone moment for transfers, we need to challenge the old model completely - not just upgrade it.

,speeding up pieces, digitising forms… but the real opportunity isn’t another tweak. It’s rethinking transfers entirely. Nick’s latest article digs into why the tech isn’t the blocker, and why the real shift needs to come from our legal, risk and compliance frameworks.

𝗧𝗿𝗮𝗻𝘀𝗳𝗲𝗿𝘀 𝗮𝗿𝗲 𝘀𝘁𝘂𝗰𝗸 𝗶𝗻 𝘁𝗵𝗲𝗶𝗿 𝗕𝗹𝗮𝗰𝗸𝗕𝗲𝗿𝗿𝘆 𝗽𝗵𝗮𝘀𝗲 - 𝗮𝗻𝗱 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗼𝗻'𝘀 Nick Green 𝘁𝗵𝗶𝗻𝗸𝘀 𝗶𝘁’𝘀 𝘁𝗶𝗺𝗲 𝗳𝗼𝗿 𝗮 𝗯𝗼𝗹𝗱𝗲𝗿 𝗹𝗲𝗮𝗽. We’ve spent years polishing the process... ftadviser.com/content/7a1310…

from platforms.

To join or for more details, please contact criterion@criterion.org.uk.

Our latest research group is exploring an opportunity to create a clearer and more consistent way for advisers to access the business data they rely on from platforms. criterion.org.uk/insights/news/…