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Standards Updates July 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 PSG has been providing input to the 2013 Prioritisation Exercise.  The deadline for responses to the PSG Prioritisation questionnaire was 26th July.  Returns have now been processed and outcomes distributed to the PSG for consideration and discussion.

The next PSG Meeting will take place at Aviva's offices in York commencing at 10:00am until 3:00pm.  An Agenda and other supporting documentation can be downloaded via the following link:-

Standards Update

Auto Enrolment Development


Progress has been focussed on distilling outputs from last month's Standards Review Workshop into a Terms of Reference for a third phase of Standards development work.  This has been agreed by the Working Group.

Plans for August:

The Terms of Reference for Phase 3 will be circulated to the PSG and SAC for approval.  Subject to concerns being concerned, Origo will progress Phase 3 deliverables, starting with a Business Requirements document for the componentisation of the AE Employee List.

Auto Enrolment Implementation


The Group decided to forego its July meeting to focus efforts on finalising the scope of Phase 3 development.  However, the Group has asked for further monitoring of implementation intentions and activity.

Plans for August:

Assess demand from the Group for a teleconference later in August.

Legal Framework Feasibility Study


A meeting was held on 17th July and a teleconference held on 31st July to discuss the Legal Framework.  The Feasibility Group has been focusing on how to manage Employee obligations and Contract Club operational functions.  The group has also discussed the detailed requirements and need for an extended LF to support further business models.

Plans for August:

Origo will issue a Feasibility Report to the Legal Framework Group for review.  A teleconference will be set up to discuss recommendations before details are issued to the SAC.

Pre-Population Development Phase 2


Data Patterns are almost ready for publication.  There is one minor Change Request outstanding.

Plans for August:

Complete work on outstanding Change Requests.  Publish Draft Final Data Patterns.

Fund Codes Research


Draft Final version of PDR completed and published.  Research Group members have until 20th August to raise any queries.

Plans for August:

Publish PDR as Final.  Circulate PDR to PSG in advance of its next meeting on 3rd September 2013.

Risk Rating Factors Research


Recommendations were agreed at last teleconference on 17th July 2013.  Emails were issued to group members not in attendance at the teleconference asking for their input by 9th August 2013.

Plans for August:

Confirm agreement with recommendations by Research Group members.

Publish Final version of PDR.

Circulate PDR to PSG in advance of its next meeting on 3rd September 2013.

Documents issued in July 2013

Fund Codes Research Problem Definition Report v1.0 Draft B - Issued on 17th July 2013

Risk Rating Factors Research Problem Definition Report v1.0 Draft B - Issued on 10th July 2013

Inflation Adjusted Pensions - Issued on 26th July 2013

Standards issued in July 2013

No Standards were published in July 2013.

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