The Platforms Association launches UK's first transfers charter

Designed to modernise investment transfers

Sophia Panayi
clock • 2 min read

The Platforms Association has launched the UK’s first transfers charter, designed as a co-ordinated industry commitment to modernise how investments are transferred between platforms.

Bringing together 40 organisations from across the transfers ecosystem, including 24 platforms, the charter establishes a programme of tangible improvements and a clear implementation roadmap aiming to transform the customer end-to-end transfer journey for ISA, pension and general investment accounts. Built on detailed analysis of transfer delays, operational barriers and friction points between platforms, the charter responds to industry and consumer concerns around manual processes, delays and inconsistent customer experiences, the Platforms Association said. Signatories to the char...

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Sophia Panayi
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Sophia Panayi

Senior reporter at Professional Adviser

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