Thank you to the Investment Association, who hosted its Transfers Week in September.
STAR was delighted to be part of the week and you can catch-up on the discussions through the videos below.
Andrea Konrath, Head of Department for Investment Platforms at the FCA
Andrea provided a keynote speech on the FCA’s assessment of the impact of the regulations, and how investment firms can help achieve their ultimate objective.
Andrew Marker, Head of Retail Pensions, Vanguard and STAR Chair
STAR provided an update on the progress of the initiative and the plans for accreditation of participants on their transfers performance next year.
David Moffat, Chair, TeX
David provided his insights on the reaction of the wider funds industry to the rules and the importance of electronic transfer messaging.
Nina Jones, Head of Adviser Experience, FundsNetwork and Danny Wynn, Head of Platform Operations, Fidelity
Nina and Danny provided an overview of Fidelity’s experience since the rules came into effect, as a platform and fund manager.
Enrique Rica-Escuder, Product Management Director, Calastone
Enrique provided Calastone’s view on the automation solutions already available and the obstacles that prevent a full market take up.
Simon Swords, Managing Director, Fundipedia and John Allan, Investment Association
Simon and John provided a demo of the IA Common Shareclass Register powered by Fundipedia, a new and improved platform for the CSR which helps facilitate conversions.