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Standards Updates November 2016

Please see below for the latest updates and progress on our Standards. If you'd like further information on anything identified below please contact Karen.

New Standards Holders in November 2016

O & M Life & Pensions Ltd

Momentum Financial Technology Ltd

PSG Update

Origo held a Standards Focus Session, covering Robo Advice prior to the PSG Meeting on 9th November at Standard Life's offices in London.  Outcomes from the session were shared with the PSG at its meeting, and can be found along with the other papers for that session and the plenary meeting via the following link:-

http://standardsandgroups.origo.com/OurGroups/ProcessandStandardsGroup(PSG)/Meetings/PSG_2016_11_09.aspx

Standards Update

Investment Switch and Redirect Notification

Update:

The ISRN Draft Final Business Requirement Document and an End Stage Report were published to the Origo website.

Plans for December:

The ISRN Working Group has been asked for feedback on the Draft Final Standards by 30th December 2016 and invited to form an ISRN Implementation Group.

Medical Underwriting Lists

Update:

Origo has received further details on the commercial license to use the ICD-10 list from the World Health Organisation (WHO).

Plans for December:

Origo will continue dialogue with the WHO to fully understand licensing terms and review with Origo's Shareholders and the Annuity Providers.

Current Annuity Details Standards Development

Update:

Following the Government's announcement on 18th October that the Secondary Annuity Market was being abandoned, and End Stage Report was published to the Working Group and no further activity took place.

Plans for December:

None: project is shut down.

Secondary Annuity Market Quotes New Business Standards Development

Update:

Following the Government's announcement on 18th October that the Secondary Annuity Market was being abandoned, an End Stage Report was published to the Working Group and no further activity took place.

Plans for December:

None: project is shut down.

ISA Impact Assessment Research

Update:

The ISA Impact Assessment Report was published to the Working Group and was discussed at a teleconference on 7th November.  The solution option recommended by Origo - to develop solutions by raising Change Requests - was accepted by the Research Group.

Plans for December:

Change Requests will be raised once the Lifetime ISA rules are finalised.

Auto Enrolment Secondary Market Standards Development

Update:

This project was discussed at the PSG Meeting on 9th November following withdrawal of support from its Proposer because of changed business priorities, and it was confirmed there was no demand for this Standards Development.

Plans for December:

No activity planned for this project.

Transport Layer Security Digital Signing Research

Update:

This project is currently in the Initiation Phase and a Terms of Reference document has been drawn up.

Plans for December:

Terms of Reference to be shared with the Proposer and Seconder and then an invite published to the PSG and PTG to form a Research Group.  A project kick-off teleconference will be held on 13th December 2016.

Contract Data Market Context Review Research

Update:

This project is currently in the Initiation Phase and a Terms of Reference document has been drawn up.

Plans for December:

Terms of Reference to be shared with the Proposer and Seconder and then published to the PSG with an invite to form a Research Group.  A project kick-off teleconference will be held on 15th December 2016.

Documents Published in November 2016

Secondary Annuity Market Quotes New Business End Stage Report - Published on 1st November 2016

PSG Programme Plan Options 20161109 - Published on 2nd November 2016

CR PSG Report 28102016 - Published on 2nd November 2016

Current Annuity Details Standards Development Candidate Design - Published on 3rd November 2016

Investment Switch and Redirect Notification Business Requirements Document - Published on 3rd November 2016

Investment Switch and Redirect Notification End Stage Report - Published on 3rd November 2016

Individual Savings Account Impact Assessment Report (updated) - Published on 18th November 2016

Robo Advice Session (updated) - Published on 30th November 2016

CR1214 TIP Analysis - Published on 30th November 2016

 

Standards Published in November 2016

Contract Enquiry Single Pensions v2.4 Provisional - Build 1 Published on 3rd November 2016

CEPensionSingleContractDetailResponse.xsd

CEPensionSingleContractDetailsResponseExample.xml

CEPensionSingleContractReferenceResponse.xsd

CEPensionSingleContractReferenceResponseExample.xml

CEPensionSingleContractRequest.xsd

CEPensionSingleContractRequestExample.xml

CE_PensionSingleContractDetailResponse.pdf

CE_PensionSingleContractReferenceResponse.pdf

CE_PensionSingleContractRequest.pdf

CE_SinglePensions_ChangeRequestsImplemented.html

OrigoMessageHeader.xsd

xmldsig-core-schema.xsd

Contract Enquiry Single Pensions v2.4 Provisional - Build 2 Published on 22nd November 2016

CEPensionSingleContractDetailResponse.xsd

CEPensionSingleContractDetailsResponseExample.xml

CEPensionSingleContractReferenceResponse.xsd

CEPensionSingleContractReferenceResponseExample.xml

CEPensionSingleContractRequest.xsd

CEPensionSingleContractRequestExample.xml

CE_PensionSingleContractDetailResponse.pdf

CE_PensionSingleContractReferenceResponse.pdf

CE_PensionSingleContractRequest.pdf

CE_SinglePensions_ChangeRequestsImplemented.html

ContractEnquiryPensionsSingleContractValuation_2.4Provisional_Build1.zip

OrigoMessageHeader.xsd

xmldsig-core-schema.xsd

Contract Enquiry Multi Pensions v2.4 Provisional - Build 1 Published on 9th November 2016

CEPensionMultiContractAcknowledgement.xsd

CEPensionMultiContractDetailResponse.xsd

CEPensionMultiContractReferenceResponse.xsd

CEPensionMultiContractRequest.xsd

CE_MultiPensions_ChangeRequestsImplemented.html

CE_PensionMultiContractAcknowledgement.pdf

CE_PensionMultiContractDetailResponse.pdf

CE_PensionMultiContractReferenceResponse.pdf

CE_PensionMultiContractRequest.pdf

OrigoMessageHeader.xsd

xmldsig-core-schema.xsd
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