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Standards Updates January 2015

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 December 2014 & January 2015

London and Country Mortgages Ltd

Waterford Investments

Blue Speck Financial Ltd

Assyst Software & Consultancy Ltd

PSG Update

The first PSG Meeting of this year is scheduled to take place at IRESS's offices in Warwick on Wednesday, 11th February 2015.

An Agenda has been published to our website via the following link:-

http://origoservices.com/OurGroups/ProcessandStandardsGroup(PSG)/Meetings/PSG_2015_02_11.aspx

Standards Update

Auto Enrolment Implementation

Update:

No appetite has been articulated for a resumption of substantive activity, so the Group's current hiatus will continue.  Origo will continue to monitor the situation.

Plans for February:

None.

Legal Framework Development

Update:

The B2B2C Contract has been published as Draft Final.

Pinsent Masons updated the AE Contract in line with feedback from the Working Group.  A call was due to be held on 6th February to review the updated AE Contract but only one participant dialled in and so the call was postponed.

Plans for February:

The AE Contract will be agreed with the Working Group and published as Draft Final.

Origo will produce an End Stage Report to finalise the project.

Origo will also begin drafting an Extended Legal Framework Overview document to describe the Extended Legal Framework and the circumstances in which it can be used.

Contract Enquiry Wraps Transaction History

Update:

Delivery of the End Stage Report has been delayed by other priority work items.  No impact has been highlighted by the Working Group or wider PSG.

Plans for February:

Deliver End Stage Report.

Evidence of Customer Agreement Research

Update:

Origo has been contributing to the creation of a set of High Level Principles for an e-Signature approach for the request for medical data in collaboration with the ABI.  A draft has been reviewed by the ECARG.

Plans for February:

Complete a final draft of the Principles document.

The ABI intend to issue the High Level Principles to the BMA with the intention of organising a meeting to discuss as soon as the BMA allows.

Investment Switch and Redirect Research

Update:

The Problem Definition Report was updated in line with feedback from the Research Group.  The PDR was issued to the PSG.

Plans for February:

Agree the Investment Switch and Redirect recommendations with the PSG.

Retirement Innovation Research

Update:

The Problem Definition Report was updated in line with feedback from the Research Group.  The PDR was issued to the PSG.

Plans for February:

Agree the Retirement Innovation recommendations with the PSG.

AE Market Evolution Review Research

Update:

The Problem Definition Report was updated in line with feedback from the Research Group.  The PDR was issued to the PSG.

Plans for February:

Agree the AE Market Evolution Review recommendations with the PSG.

Change Request Consolidation

Update:

Progress continues to be made with the Documented Solutions to the Change Requests raised by Origo Stakeholders.  The QNB Annuities Documented Solutions have been completed and good progress is being made on the QNB Pensions Documented Solutions.

Plans for February:

Publish the final draft of the QNB Annuities Standards changes.  Publish Pensions CR change solutions. 

Documents Issued in December 2014 & January 2015

Origo AE Legal Framework Draft 4 021214 - Published on 5th December 2014

Origo AE Principles Shortform Version 5 041214 - Published on 5th December 2014

Investment Switch and Redirect Problem Definition Report - Published on 16th December 2014

Auto Enrolment Market Evolution Review Report - Published on 18th December 2014

Change Request Consolidation Terms of Reference - 17th December 2014

Change Request Consolidation Project Initiation Document - Published on 11th December 2014

CRCWG_CRS_2014_12_12.html - Published on 12th December 2014

CRCWG Potential Annuity CRS for Withdrawal.html - Published on 13th January 2015

QNB Annuities Delivery 20150123 - Published on 23rd January 2015

Ind Pensions CRS 20150123.html - Published on 23rd January 2015

Fixed Term Annuity Scenarios - Published on 23rd January 2015

Retirement Innovation Research Problem Definition Report - Published on 20th January 2015

Annuities CRs 2015.html - Published on 23rd January 2015

Standards Delivered in December 2014

Legal Framework Agreement v3.0 - Published on 10th December 2014

311210 Origo LF Briefing Note (Version 3.0) (2)

Adviser Not Present Legal Framework Draft Final

Legal Framework Briefing Paper

Online Origo ESA IFA TPSP Version 3.0 Final Draft

Online ESA PP IFA Version 3.0 Final Draft

Origo ESA IFA TPSP Version 3.0

Origo ESA IFA TPSP Version 3.0 Final Draft

Origo ESA PP TPSP Version 3.0

Origo ESA PP TPSP Version 3.0 Final Draft

Origo ESA PP IFA Version 3.0

Origo ESA PP IFA Version 3.0 Final Draft

Origo Briefing Note for ANP Legal Framework

Origo LF Briefing Note.txt

Services Agreement Intermediary and Third Party Service Provider.pdf

Services Agreement Intermediary and Third Party Service Provider.txt

Services Agreement Intermediary and Third Party Service Provider Online.pdf

Services Agreement Intermediary and Third Party Service Provider Online.txt

Services Agreement PP and Intermediary.pdf

Services Agreement PP and Intermediary.txt

Services Agreement PP and Intermediary Online.pdf

Services Agreement PP and Intermediary Online.txt

Services Agreement PP and Third Party Service Provider.pdf

Services Agreement PP and Third Party Service Provider.txt
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