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Standards Updates August 2014

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 July & August

Turcan Connell Asset Management

Able Internet Payroll Ltd

Stanhope Capital LLP

Grant Thornton UK LLP

Kingsley Financial Management Ltd

J M Glendinning Financial Services Ltd

PSG Update General

The last PSG Meeting was held on Tuesday, 2nd September 2014 in Bristol.  The Minutes for this meeting are now available on our website via the following link:-

https://www.origoservices.com/custompages/DownloadFile.aspx?FileID=7671&Filename=Meetings_PSG_2014-09-02_Minutes.pdf&FileExt=pdf

The next and last meeting of 2014 will be held on Wednesday, 19th November 2014 at Standard Life's offices (The Gherkin) in London.

Standards Update

Auto Enrolment Implementation

Update:

This group is on hiatus until Q4 2014, unless needed beforehand.

Plans for September:

None.

Legal Framework Development

Update:

A Working Group meeting was held on 12th August 2014 and following this the B2B2C and AE Contracts were updated.  The updated Contracts and associated documents were issued to the Working Group at the beginning of September.

Plans for September:

Obtain feedback from the Working Group on the updated Contracts and documents.  Contact other parties to determine whether they want to be involved in discussing the Extended Legal Framework.

Contract Enquiry Wraps Transaction History

Update:

Origo has published an initial draft version of the Contract Enquiry Wraps Transaction History Standard.  Working Group feedback received to date is positive but has been limited due to Working Group members' holiday commitments.  Deadline for comments extended until the end of September.

Plans for September:

Update Standard to take account of comments received and prepare for next draft publication due in mid October.

Two Way New Business Development

Update:

A call has gone out to Product Providers to confirm if they have an interest in this development.  Presently, the project has support from the Proposer and Seconder who are both Back Office Suppliers, but for the project to continue, support from Product Providers is also needed.

Adviser Not Present Research

Update:

A Development Options document was published to the ANP and MUKITR Research Groups laying out the options and priorities.

Plans for September:

Awaiting a decision on the approach from both Research Groups.

Evidence of Customer Agreement Research

Update:

The Final Draft of the ECARG Problem Definition Report was published following minor comments from Product Providers.  Work commenced on a Briefing Paper on e-Signature consent to request medical information which will be presented to the BMA on the 9th October 2014.

Plans for September:

Sign off and issue Final Draft of Briefing Paper to the BMA.

Multiple UK Income Tax Regime Research

Update:

A Development Options document was published to the MUKITR and ANP Research Groups laying out the options and priorities.

Plans for September:

Awaiting a decision on the approach from both Research Groups.

Investment Switch and Redirect Research

Update:

ToR (Terms of Reference) and PID (Project Initiation Document) issued and Research Group established.  Project kick-off meeting was scheduled for the 29th August 2014 but was cancelled due to insufficient numbers.

Plans for September:

Kick-off meeting rescheduled for 4th September 2014.

Documents Issued in August

ANP and MUKITR Standards Development Options Matrix - Issued on 18th August 2014

Draft ECARRG BMA Briefing Paper - Issued on 15th August 2014

Final Draft of Evidence of Customer Agreement Problem Definition Report - Issued on 27th August 2014

Draft ISRRG ToR - Updated Issued on 28th August 2014

Draft ISRRG PID - Updated and Issued on 28th August 2014

Programme Plan Priorities 2014 - 2015 - Issued on 19th August 2014

FIT Development and Change Request Document 19th August 2014

STEVEN_Priorities.pdf - Issued on 19th August 2014

PSG Change_Requests.pdf - Issued on 21st August 2014

 

Extended Legal Framework Documentation

B2B2C Legal Framework (v0.3 Corporate and Retail) - Issued on 1st August 2014

Additional Participants - Issued on 1st August 2014

Adviser Not Present B2B2B - Issued on 1st August 2014

Origo Principles Shortform Version 2 - Issued on 1st August 2014

Origo AE Legal Framework Draft 2 Comparison - Issued on 1st August 2014

Origo AE Legal Framework Draft 2 - Issued on 1st August 2014

Employer Obligations - Issued on 1st August 2014

 

Standards Delivered in August

Contract Enquiry (Wrap) - Provide Transaction History v1.0 Draft A - Published on 8th July 2014

BRD.pdf

CEWTHConceptModel.jpg

CEWTHLogicalModel.jpg

CEWTH_Data_Examples.pdf

WrapTransactionHistoryCandidateDesign.pdf

Contract Enquiry (Wrap) - Provide Transaction History v1.0 Draft A - Published on 13th August 2014

GetWrapsRequest_Sample1.xml

GetWrapsResponse_Sample1.xml

ProvideTransactionHistory.wsdl

ProvideTransactionHistoryGetWrapsRequest.pdf

ProvideTransactionHistoryGetWrapsRequestMTG.xsd

ProvideTransactionHistoryGetWrapsRequestSOAP.xsd

ProvideTransactionHistoryGetWrapsResponse.pdf

ProvideTransactionHistoryGetWrapsResponseMTG.xsd

ProvideTransactionHistoryGetWrapsResponseSOAP.xsd

ProvideTransactionHistoryReceiveWrapsRequest.pdf

ProvideTransactionHistoryReceiveWrapsRequestMTG.xsd

ProvideTransactionHistoryReceiveWrapsRequestSOAP.xsd

ProvideTransactionHistoryReceiveWrapsResponse.pdf

ProvideTransactionHistoryReceiveWrapsResponseMTG.xsd

ProvideTransactionHistoryReceiveWrapsResponseSOAP.xsd

ProvideTransactionHistoryRetrieveWrapsRequest.pdf

ProvideTransactionHistoryRetrieveWrapsRequestMTG.xsd

ProvideTransactionHistoryRetrieveWrapsRequestSOAP.xsd

ProvideTransactionHistoryRetrieveWrapsResponse.pdf

ProvideTransactionHistoryRetrieveWrapsResponseMTG.xsd

ProvideTransactionHistoryRetrieveWrapsResponseSOAP.xsd

ProvideTransactionHistoryTypes.xsd
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