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Standards updates February 2013

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.

PSG Update General

The last PSG meeting was held on 6th February 2013 at Scottish Widows' offices in Bristol, and the Minutes are available via the following link:

https://www.origoservices.com/custompages/DownloadFile.aspx?FileID=5610&Filename=Meetings_PSG_2013-02-06_Minutes.pdf&FileExt=pdf

The next PSG meeting is scheduled for 1st May 2013, at Origo's offices in Edinburgh. The Agenda for this meeting will be published on the Origo website.

Standards Update

 

Auto Enrolment Development

Update:

The AE EL Change Request document has been accepted by the Working Group and has been handed to the technical development team to progress the development as the first priority in Phase Standards development.  Phase 1 end deliverables almost complete, with the CSV Guidance documentation soon to be published to the Working Group.

Plans for March:

Continue with Phase 2 deliverables as follows:

• Commence Contribution Refund Standard Development;

• Publish Contribution Cessation BRD for WG review;

• Commence analysis on Single HR Payroll Update Standard.

Legal Framework v4.0 Feasibility Study

Update:

Following an initial meeting on 1st February to discuss the potential scope of a new version of the Legal Framework, Origo has continued discussions with interested parties.

During February, Origo Governance Groups have been updated on the project and organisations interested in being involved in the project have been contacting Origo.

Plans for March:

A Feasibility Study Group meeting will be held on Monday, 11th March. Several interested parties cannot attend the meeting so follow up phone calls will take place. Depending on the outcome of the meeting on the 11th, Origo and Pinsent Masons will start to define the scope and demand for a new version of the Legal Framework.

CEPA Research

Update:

The CEPA Problem Definition Report was updated and published to the Research Group following the feedback made at their January teleconference.

Plans for March:

A teleconference of the CEPA Research Group has been arranged for Friday, 8th March, where the PDR will be reviewed with a view to being finalised shortly afterwards. As agreed previously, two separate projects (Contract Enquiry for Protection and Contract Enquiry for Annuities) will be added to the project list for PSG prioritisation later in the year.

Pre-Population Development Phase 2

Update:

A Terms of Reference and accompanying Scoping document were reviewed and approved by both the PSG and SAC. An invitation to participate has been issued to Origo's Governance Groups.

Plans for March:

An initial Working Group meeting will be held to review the Change Requests and new data patterns.

At Retirement Quotes SIPP/ID

Update:

No activity in February.

Plans for March:

Process Design and QA of SIGs are still outstanding. The work will be completed when resources become available.

At Retirement - Annuities New Business

Update:

Responses to proposed changes have been received from interested parties.

Plans for March:

Standards to be published as Final.

Retail Distribution Review

RDR Steering Group

Update:

The minutes of the final RDR Steering Group (held on 31st January) were published.

Plans for March:

There are no future plans for further RDR Steering Group activity.

Portfolio Management Research

Update:

A Working Group meeting was held on the 1st March and recommendations agreed with the group.

Plans for March:

The Final version of the Problem Definition Report will be published.

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