Criterion
@criteriontec
Leaders of industry Standards and Governance. Part of the @Star_Transfers initiative.
ID: 1102939859335958528
http://www.criterion.org.uk 05-03-2019 14:32:08
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204 Followers
485 Following
Keeping MPS clients in focus – a new whitepaper from NextWealth and Criterion has been published. This report explores the issues around the explosion of MPS, and where ownership of the problem and solutions lie. criterion.org.uk/whitepapers/ke…
A new report from Criterion and NextWealth has highlighted the need for a shake-up of MPS systems and processes if consumers are to receive the best outcomes professionalparaplanner.co.uk/mps-operationa…
According to NextWealth's latest MPS Proposition Comparison report, assets in discretionary models or MPS grew 28% in the year to March 2024, to reach a new high of £123 billion. criterion.org.uk/news-and-event…
We completed the Coast and Castles (North) route and raised £7,000 for Waverley Care. A huge thank you to everyone who has supported us. criterion.org.uk/news-and-event…
Mark Northway, Sparrows Capital, discusses the growth of MPS and highlights that although Financial Conduct Authority hasn’t acted yet, as MPS grows, this may be something they address in its Platform Supervision Strategy. adv.portfolio-adviser.com/how-will-the-m…
The Criterion and NextWealth whitepaper highlights industry efficiencies that urgently need fixed with the growth of MPS. So, what is next?criterion.org.uk/news-and-event…
In aid of World Hepatitis Day, Criterion was at Waverley Care's residential support centre, Milestone, volunteering to support the Waverley Care team with gardening its extensive grounds. criterion.org.uk/news-and-event…
LoA and the potential solutions that are ready to be adopted by the industry are discussed by Tom McPhail. tomgh.podbean.com/e/letters-of-a…
Julie Best, NextWealth, explains the responsibility of customer outcomes of MPS primarily sits with advisers, who, even if they outsource the management of their clients' investments, must conduct due diligence to ensure that DFMs have efficient processes in place.