Working Groups
Our working groups bring together people from across the industry to shape, refine and maintain the standards you rely on.
By joining, you can influence practical improvements, solve shared challenges and help ensure the standards work better for your business and your customers.
Next Working Group Meetings
Upcoming meeting
Fix LoA Action Group
17 June 2026
Upcoming meeting
Process and Standards Group meeting
19 August 2026
Upcoming meeting
Fix LoA Action Group
30 September 2026
Working Groups
Working group
Standards and Governance Executive (SaGE)
SaGE is the Governance body that advises on the Programme that delivers Criterion’s Business Plan.
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Process and Standards Group (PSG)
Providing detailed Governance of the evolution of Criterion Standards.
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Standards Technical Architecture Group (STAG)
The STAG will work within the business scope of the PSG and will complement the PSG by providing the technical strategy for business projects.
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Common Declarations Working Group (CCDWG)
Management of the evolution of the Criterion Common Declarations for the benefit of the industry.
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Retirement Health Form (RHF)
The group manages the development of the Retirement Health Form.
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Retirement Income Providers Forum (RIPF)
A forum for providers in the market for retirement income solutions, to discuss industry themes and dynamics relevant to the efficient functioning of the sector.
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Platform Account Opening Standard Development Working Group (PAOWG)
This group will collaborate to determine the preferred approach for delivery of Standards - aligned with adviser journeys and usability requirements - to support account opening on platforms.
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Document Vault Working Group (DVWG)
The purpose of this working group is to manage the development of a standard to support the document vault process.
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Annuity Application Working Group
This group will collaborate to agree a standard mechanism to enable advisers, using a portal, to supplement an existing guaranteed quote reference with the additional non-quote data required to complete the annuity application.
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QNB Annuities Changes Working Group
This project seeks to establish industry-wide consensus on the proposed solutions, assess the appetite for change, and determine the relative priority of each item. The ultimate goal is to deliver a coordinated set of updates that reflect current legislation, support operational efficiency, and ensure consistency across implementations.
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Fix LoA Action Group (FLAG)
The Fix Letters of Authority Action Group's (FLAG) primary goal is to streamline and improve the LoA process through collective and coordinated action.
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Letter of Authority Standards Development Working Group (LOASDWG)
Development Project to develop Standards to support the Letter of Authority fulfilment process.
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Equity Release API Standards Governance Group (ERASGG)
The purpose of the ERASGG is to manage the evolution of Criterion’s API Standards in the Equity Release market for the benefit of all participants. Membership of the Group is open to all Licence Holders.
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Protection Policy Retention Working Group (PPRWG)
This Group will collaborate to agree a standard mechanism for providers to inform advisers of policy and possibly client-related events, in time for mitigating action to be taken.
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Occupation Codes List Implementation Group (OCLIG)
This Group will allow the sharing of best practice on Occupation Codes List implementation with all interested parties and provide a forum for open and appropriate communications for organisations implementing v3.1.
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DFM Model Portfolio Management Working Group (DFMMPMWG)
This project will develop and deliver data integration (API) Standards for processes relating to the management of model portfolios made available on Investment Platforms by Discretionary Fund Managers (DFMs).
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Adviser Business Information Research Group
This group is exploring whether a consistent approach to adviser business data could improve insight for advisers and efficiency across the industry.
Collaborate with us to raise the bar on integration quality and governance.
Better data. Less re-keying. Faster delivery to market.