Membership · Register

Find a STAR participant

STAR membership is open to eligible organisations involved in transfer processing and MI reporting, including platform providers, pension providers, administrators, fund managers and transfer agents.

A

Aberdeen Corporate Services Accredited organisation 2 Gold awards 2 Silver awards

Aberdeen Corporate Services

4 accreditations Accredited organisation

  • abrdn ISA & GIA · Exceeding the standard STAR Gold
  • Aberdeen Platform ISA & GIA · Setting the standard STAR Silver
  • Elevate Portfolio Services ISA & GIA · Setting the standard STAR Silver
  • abrdn Asset Manager · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

Aegon Accredited organisation 1 Gold award 2 Silver awards

Aegon

3 accreditations Accredited organisation

  • Aegon UK ISA & GIA · Exceeding the standard STAR Gold
  • Aegon UK Personal Pension, SIPP & SSAS · Setting the standard STAR Silver
  • Aegon UK Occupational Pensions · Setting the standard STAR Silver

See the full accreditation register for every awarded organisation.

AJ Bell STAR participant

AJ Bell

STAR participant

No awards listed

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Allfunds STAR participant

Allfunds

STAR participant

No awards listed

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Aviva Accredited organisation 2 Gold awards 1 Silver award

Aviva

3 accreditations Accredited organisation

  • Aviva Life Services UK ISA & GIA · Setting the standard STAR Silver
  • Aviva Life Services UK Personal Pension, SIPP & SSAS · Exceeding the standard STAR Gold
  • Aviva Life Services UK Occupational Pensions · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

B

B&CE (The People’s Pension)

STAR participant

No awards listed

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Baillie Gifford Accredited organisation 1 Gold award

Baillie Gifford

1 accreditation Accredited organisation

  • Baillie Gifford Asset Manager · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

Barclays STAR participant

Barclays

STAR participant

No awards listed

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Barnett Waddingham STAR participant

Barnett Waddingham

STAR participant

No awards listed

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Benchmark Capital STAR participant

Benchmark Capital

STAR participant

No awards listed

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BNY Transfer service partner

BNY

Transfer service partner

No awards listed

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BNY Pershing Transfer service partner

BNY Pershing

Transfer service partner

No awards listed

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Brewin Dolphin STAR participant

Brewin Dolphin

STAR participant

No awards listed

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Buck Consultants STAR participant

Buck Consultants

STAR participant

No awards listed

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C

Canada Life STAR participant

Canada Life

STAR participant

No awards listed

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Capita Employee Benefits STAR participant

Capita Employee Benefits

STAR participant

No awards listed

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D

Diligenta STAR participant

Diligenta

STAR participant

No awards listed

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Dunstan Thomas STAR participant

Dunstan Thomas

STAR participant

No awards listed

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E

Embark Group STAR participant

Embark Group

STAR participant

No awards listed

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Evelyn Partners Investment Services Limited Accredited organisation 1 Silver award

Evelyn Partners Investment Services Limited

1 accreditation Accredited organisation

  • Evelyn Partners Investment Services ISA & GIA · Setting the standard STAR Silver

See the full accreditation register for every awarded organisation.

F

Fidelity Accredited organisation 1 Gold award 1 Silver award

Fidelity

2 accreditations Accredited organisation

  • Fidelity International ISA & GIA · Setting the standard STAR Silver
  • Fidelity International (Pensions) Personal Pension, SIPP & SSAS · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

First Sentier STAR participant

First Sentier

STAR participant

No awards listed

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FNZ Transfer service partner

FNZ

Transfer service partner

No awards listed

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H

Hargreaves Lansdown Accredited organisation 2 Gold awards

Hargreaves Lansdown

2 accreditations Accredited organisation

  • Hargreaves Lansdown ISA & GIA · Exceeding the standard STAR Gold
  • Hargreaves Lansdown Personal Pension, SIPP & SSAS · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

HSBC STAR participant

HSBC

STAR participant

No awards listed

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Hubwise STAR participant

Hubwise

STAR participant

No awards listed

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I

IFG Pensions Limited STAR participant

IFG Pensions Limited

STAR participant

No awards listed

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IG Group STAR participant

IG Group

STAR participant

No awards listed

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Integrated Financial Arrangements (Transact)

STAR participant

No awards listed

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Interactive Investor STAR participant

Interactive Investor

STAR participant

No awards listed

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Invesco STAR participant

Invesco

STAR participant

No awards listed

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J

J.P. Morgan Personal Investing Accredited organisation 1 Gold award

J.P. Morgan Personal Investing

1 accreditation Accredited organisation

  • J.P. Morgan Personal Investing ISA & GIA · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

James Hay Accredited organisation 1 Silver award

James Hay

1 accreditation Accredited organisation

  • James Hay Administration Personal Pension, SIPP & SSAS · Setting the standard STAR Silver

See the full accreditation register for every awarded organisation.

Janus Henderson Accredited organisation 2 Gold awards

Janus Henderson

2 accreditations Accredited organisation

  • Janus Henderson Investors ISA & GIA · Exceeding the standard STAR Gold
  • Janus Henderson Investors Asset Manager · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

JO Hambro Accredited organisation 1 Gold award

JO Hambro

1 accreditation Accredited organisation

  • J O Hambro Capital Management Asset Manager · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

JP Morgan Accredited organisation 1 Gold award

JP Morgan

1 accreditation Accredited organisation

  • JP Morgan Asset Manager · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

Jupiter Unit Trust Management Accredited organisation 1 Gold award

Jupiter Unit Trust Management

1 accreditation Accredited organisation

  • Jupiter Asset Manager · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

Just STAR participant

Just

STAR participant

No awards listed

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L

L&G Accredited organisation 2 Gold awards

L&G

2 accreditations Accredited organisation

  • Legal & General Personal Pension, SIPP & SSAS · Exceeding the standard STAR Gold
  • Legal & General Occupational Pensions · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

LGT Wealth Management STAR participant

LGT Wealth Management

STAR participant

No awards listed

See the full accreditation register for every awarded organisation.

Liontrust Fund Partners Accredited organisation 1 Gold award

Liontrust Fund Partners

1 accreditation Accredited organisation

  • Liontrust Fund Partners ISA & GIA · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

Lloyds Wealth Management (ACD) Limited Accredited organisation 1 Gold award

Lloyds Wealth Management (ACD) Limited

1 accreditation Accredited organisation

  • Lloyds Wealth Asset Manager · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

M

M&G Prudential Accredited organisation 3 Gold awards 1 Silver award 1 Bronze award

M&G Prudential

5 accreditations Accredited organisation

  • M&G Securities ISA & GIA · Exceeding the standard STAR Gold
  • Prudential ISA & GIA · Meeting the standard STAR Bronze
  • Prudential Personal Pension, SIPP & SSAS · Exceeding the standard STAR Gold
  • Prudential Occupational Pensions · Setting the standard STAR Silver
  • M&G Securities Asset Manager · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

MES Financial Services STAR participant

MES Financial Services

STAR participant

No awards listed

See the full accreditation register for every awarded organisation.

Morningstar Accredited organisation 1 Silver award

Morningstar

1 accreditation Accredited organisation

  • Morningstar Wealth Administration ISA & GIA · Setting the standard STAR Silver

See the full accreditation register for every awarded organisation.

N

Natwest Group STAR participant

Natwest Group

STAR participant

No awards listed

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Ninety One Accredited organisation 1 Gold award

Ninety One

1 accreditation Accredited organisation

  • Ninety One Asset Manager · Exceeding the standard STAR Gold

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Northern Trust Transfer service partner

Northern Trust

Transfer service partner

No awards listed

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Now: Pensions STAR participant

Now: Pensions

STAR participant

No awards listed

See the full accreditation register for every awarded organisation.

Nucleus Accredited organisation 1 Gold award 1 Silver award

Nucleus

2 accreditations Accredited organisation

  • Nucleus Financial Services ISA & GIA · Setting the standard STAR Silver
  • Nucleus Financial Services Personal Pension, SIPP & SSAS · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

O

Omnis Investments STAR participant

Omnis Investments

STAR participant

No awards listed

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P

Phoenix Group Accredited organisation 1 Gold award 3 Silver awards 1 Bronze award

Phoenix Group

5 accreditations Accredited organisation

  • Phoenix Life Personal Pension, SIPP & SSAS · Setting the standard STAR Silver
  • ReAssure Personal Pension, SIPP & SSAS · Setting the standard STAR Silver
  • Standard Life Personal Pension, SIPP & SSAS · Setting the standard STAR Silver
  • Standard Life Occupational Pensions · Exceeding the standard STAR Gold
  • Phoenix Life Occupational Pensions · Meeting the standard STAR Bronze

See the full accreditation register for every awarded organisation.

Platform One Limited Transfer service partner

Platform One Limited

Transfer service partner

No awards listed

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Platform Securities Transfer service partner

Platform Securities

Transfer service partner

No awards listed

See the full accreditation register for every awarded organisation.

Q

Quilter Accredited organisation 2 Gold awards

Quilter

2 accreditations Accredited organisation

  • Quilter Investment Platform ISA & GIA · Exceeding the standard STAR Gold
  • Quilter Life & Pensions Personal Pension, SIPP & SSAS · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

R

Rathbones Accredited organisation 1 Gold award

Rathbones

1 accreditation Accredited organisation

  • Rathbones Asset Management Limited ISA & GIA · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

Raymond James STAR participant

Raymond James

STAR participant

No awards listed

See the full accreditation register for every awarded organisation.

Royal London Accredited organisation 1 Gold award

Royal London

1 accreditation Accredited organisation

  • Royal London Asset Manager · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

S

Scottish Widows STAR participant

Scottish Widows

STAR participant

No awards listed

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SEI Transfer service partner

SEI

Transfer service partner

No awards listed

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Seven Investment Management Accredited organisation 1 Gold award

Seven Investment Management

1 accreditation Accredited organisation

  • Seven Investment Management Personal Pension, SIPP & SSAS · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

Shepherds Friendly STAR participant

Shepherds Friendly

STAR participant

No awards listed

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Smart Pension STAR participant

Smart Pension

STAR participant

No awards listed

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SS&C Transfer service partner

SS&C

Transfer service partner

No awards listed

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T

T. Rowe Price Accredited organisation 1 Gold award

T. Rowe Price

1 accreditation Accredited organisation

  • T. Rowe Price Asset Manager · Exceeding the standard STAR Gold

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TrinityBridge STAR participant

TrinityBridge

STAR participant

No awards listed

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True Potential STAR participant

True Potential

STAR participant

No awards listed

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U

UBS Asset Management STAR participant

UBS Asset Management

STAR participant

No awards listed

See the full accreditation register for every awarded organisation.

V

Vanguard Accredited organisation 1 Gold award

Vanguard

1 accreditation Accredited organisation

  • Vanguard Asset Manager · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

Vitality Life STAR participant

Vitality Life

STAR participant

No awards listed

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W

Waystone Transfer Agency Solutions (UK) Ltd

Transfer service partner

No awards listed

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WBS Solutions Ltd Transfer service partner

WBS Solutions Ltd

Transfer service partner

No awards listed

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Wealthtime Accredited organisation 2 Silver awards

Wealthtime

2 accreditations Accredited organisation

  • Wealthtime ISA & GIA · Setting the standard STAR Silver
  • Wealthtime Personal Pension, SIPP & SSAS · Setting the standard STAR Silver

See the full accreditation register for every awarded organisation.

Wealthtime Classic Accredited organisation 1 Gold award 1 Silver award

Wealthtime Classic

2 accreditations Accredited organisation

  • Wealthtime Classic ISA & GIA · Setting the standard STAR Silver
  • Wealthtime Classic Personal Pension, SIPP & SSAS · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

Willis Towers Watson STAR participant

Willis Towers Watson

STAR participant

No awards listed

See the full accreditation register for every awarded organisation.

X

XPS Accredited organisation 1 Silver award 1 Bronze award

XPS

2 accreditations Accredited organisation

  • XPS Personal Pension, SIPP & SSAS · Setting the standard STAR Silver
  • XPS Occupational Pensions · Meeting the standard STAR Bronze

See the full accreditation register for every awarded organisation.

Z

Zurich Accredited organisation 1 Gold award

Zurich

1 accreditation Accredited organisation

  • Zurich Assurance Personal Pension, SIPP & SSAS · Exceeding the standard STAR Gold

See the full accreditation register for every awarded organisation.

No members match your search.

Frequently asked questions

Common questions about joining STAR

Learn more about STAR membership, how the programme works and how to take part.

Q. Who can join STAR?

STAR is open to organisations involved in savings, investment and pension transfers, including platform providers, pension providers, fund managers and transfer agents.

STAR helps organisations benchmark performance, drive continuous improvement and demonstrate their commitment to industry standards.

Participation also helps increase transparency and supports better outcomes for customers and advisers.

Members commit to supporting the STAR framework and submitting management information (MI) for the services they wish to accredit.

We'll guide you through the onboarding process and requirements.

STAR operates on a not-for-profit basis, with fees used to fund, support and develop the programme.

Funding is structured with a one-off joining fee per parent company, and a smaller annual charge per SLA for each brand registered within a Group.

Simply contact us and we'll guide you through the application and onboarding process.

Raise the standard for smoother transfers

Join the organisations raising the bar on customer transfers and gain independent accreditation that proves it.

Learn how it works

Members Portal

The Members Portal enables members to submit MI for accreditation on a quarterly basis.

Access is controlled through defined permission roles. Each user is assigned the appropriate role by STAR and the member’s Relationship Manager.

If you have been granted access, use the button below to open the Portal and log in with your corporate Office 365 credentials.

Support: If you require access in order to submit MI, please contact us at enquiries@star-transfers.co.uk

Members Portal

Membership

Step 1 : Join

Want to get involved? Please complete the Joining Agreement form below and take the first step to becoming a STAR member today.

Joining agreement Form
  • Follow the link above to complete the Joining Agreement form.
  • On completion, your authorised signatory will receive the agreement contract for digital signature, to be signed at group level.
  • Once the signed contract has been received, STAR will issue an invoice for the one-off joining fee of £6,000 + VAT.

  • If your organisation is intending to submit MI for accreditation purposes, you will be invited to complete the Servicing Agreement form in Step 2 following receipt of payment.

Support: If you require access in order to submit MI, please contact us at enquiries@star-transfers.co.uk