STAR Transfers

Setting the standard for smoother transfers

[STAR Transfers @STAR_Transfers]

Advisers, you do the due diligence. You ask the hard questions. And when a provider can’t demonstrate their transfer performance clearly, it can be your time and credibility on the line.

[STAR Transfers @STAR_Transfers]

For platforms and providers included in Defaqto’s platform dataset, STAR participation and accreditation status for ISA and GIA transfers are now displayed directly within Engage - helping advisers factor transfer performance into their due diligence.

[STAR Transfers @STAR_Transfers]

Now live in Defaqto's Engage, STAR transfer accreditation ratings are bringing clear, comparable insight on transfer performance straight into adviser research.https://t.co/x9RhVlGQla

[STAR Transfers @STAR_Transfers]

We’re proud to work alongside organisations like @xpsgroup that are helping to drive real industry change. hashtag#PensionTransfers

[STAR Transfers @STAR_Transfers]

XPS Group was awarded a silver accreditation in the SIPP & SSAS category – highlighting its commitment to making pension transfers smoother, faster, and more efficient for clients and advisers alike.

[STAR Transfers @STAR_Transfers]

We have awarded 55 accreditations in the 2025 awards. A huge congratulations to all the organisations that submitted, showing their transparency and ambitions to improve transfers. https://t.co/GMBnihRGQS

[STAR Transfers @STAR_Transfers]

The FCA's Consumer Duty rules were introduced just over a year ago, but have firms opted to listen to the FCA’s urge for better transfer times and joined the STAR initiative? https://t.co/qSziaPxADP

[STAR Transfers @STAR_Transfers]

Which? explores the consequences of failed transfers, the impact of delays, and the reasons behind FCA investigations into firms not being accredited by STAR. https://t.co/N44BuVYyRX

[STAR Transfers @STAR_Transfers]

In its first accreditation, @wealthtimeuk received a gold in the ISA/GIA category, and silver in personal pensions SIPP & SSAS.

[STAR Transfers @STAR_Transfers]

In September 2023, @TheFCA wrote to platforms as part of its Platform Supervision Strategy. https://t.co/vd0SM2rRM3

[STAR Transfers @STAR_Transfers]

In the 2024 accreditations, @schroders_pw was awarded gold in the asset manager category, in its first year reporting MI. https://t.co/v1GpvDuTxa

[STAR Transfers @STAR_Transfers]

STAR has awarded the 2024 accreditations. Firms submitting MI should be applauded for taking part in the initiative and complying with the @TheFCA's expectations on transfers and the Consumer Duty rules.
https://t.co/oozsYdL3oY

[STAR Transfers @STAR_Transfers]

Thanks, @PensionsMonkey for the mention. Support from across the industry will help improve the quality of service and process efficiency for individuals who transfer assets across financial institutions.

[Tom McPhail @PensionsMonkey]

Pension transfers podcast; how is it this is still such a problem for the industry? What more can @STAR_Transfers do to improve protocols? https://t.co/PjKWhMQw9q

[STAR Transfers @STAR_Transfers]

@PensionsMonkey We encourage all organisations involved in the transfer process to take part in STAR. The STAR initiative was introduced as an alternative to regulation or legislation to enable the industry to get its house in order voluntarily.

[STAR Transfers @STAR_Transfers]

Congratulations to four additional brands that have been awarded STAR accreditations.

This is a huge accomplishment and highlights these organisations’ commitment to improving transfer efficiencies.

https://t.co/QZo1rgDKY2

[STAR Transfers @STAR_Transfers]

In a letter to platform CEOs, @TheFCA has made it clear that organisations should be engaging with STAR to provide evidence they’re trying to improve transfer times.

[STAR Transfers @STAR_Transfers]

A huge congratulations to @abrdnInv_UK, @HLInvest, @ninetyone_uk, @Pru_UK and @RLAM_UK who, this July, all received STAR accreditations.

https://t.co/GHjC9pXpdJ

#StandardsForSmootherTransfers

[STAR Transfers @STAR_Transfers]

The 2023 STAR accreditation have been published. Well done to everyone who took part, and congratulations to those who were accredited. https://t.co/TlrA0laY18

[STAR Transfers @STAR_Transfers]

We discuss @JHiAdvisersUK's journey to becoming gold accredited in the asset manager category. #StandardsForSmootherTransfers https://t.co/oxky8tMj2I

[STAR Transfers @STAR_Transfers]

Derek Pinches, Head of Customer Operations at @PhoenixGroupUK, discusses how the STAR initiative has helped to strengthen its transfer process and customer experience. #StandardForSmootherTransfers