Members Portal
Twitter Linkedin
Twitter Linkedin
Members Portal
Created with Fabric.js 3.6.3

STAR MI

Management Information

Participating STAR members are required to provide MI that will form the basis of their accreditation. This will enable STAR to gather information that will help customer transfer journey time expectations to be set.

STAR’s current focus is collecting Initial MI that will provide a view of a firms current performance. This reporting will focus on those transfers that have been initiated “electronically”. “Electronically” is defined as initiated using an electronic messaging set (not, for example by email) at a portfolio level or asset manager transfer instruction.

Further Full MI requirements have been documented that allows the reporting of all in scope transfers, at a level that best reflects an individual organisation’s performance within the Transfer Journey. The STAR Steering Group has agreed a checkpoint in Q3 2022 to consider the Full MI.

These requirements are set out in the following MI documents.

Core MI requirements

ISA and GIA
Personal Pension, SIPP and SSAS
Occupational Pensions

Core MI – Frequently Asked Questions

As organisations prepare to submit Core MI data for accreditation, we have provided a list of some of the most commonly asked questions.

If you don’t find the answer to a question you may have, can you please contact us at enquiries@joinstar.co.uk.   

Full MI requirements

ISA and GIA
Personal Pension, SIPP and SSAS
Occupational Pensions
Asset Manager and Transfer Agents

MI Accreditation Approach

The STAR Accreditation Steering Group (ASG) developed an approach to accreditation, which has formed the basis of awarding bronze, silver and gold awards for STAR MI submissions in the following SLA product categories:

  • Core MI for Personal Pensions, SIPP & SSAS;
  • Core MI for ISA/GIA;
  • Core MI for Occupational Pensions;
  • Full MI for Asset Manager.


This paper outlines the accreditation approach for the wider STAR membership.  It should be noted that final awards will be agreed by the ASG.

2024 MI key dates

Activity 2024 Accreditation 2024 Catch Up Accreditaton
Submission window closes for MI and supplementary data 07/02/2024 07/08/2024
Accreditation Steering Group meeting 21/02/2024 21/08/2024
Initial award issued to member and appeal window opens 28/02/2024 28/08/2024
Member appeal window closes 13/03/2024 11/09/2024
Accreditation Steering Group meeting 27/03/2024 25/09/2024
Final award issued to member 03/04/2024 02/10/2024
Final award published on STAR website and publicised 10/04/2024 09/10/2024

Supplementary Information

We have produced Supplementary Information Guidelines to aid participants when providing additional context to support the MI presented to the STAR Accreditation Steering Group (ASG).  

Change Request Form

Requests for changes to the MI requirements can be submitted using the form below.

Change Request Form

Communication Principles

Participating STAR members are expected to meet these minimum good practice communication principles, which form part of the supplementary accreditation information.

Glossary of terms

We have produced a glossary of key terms and their definitions to support MI requirements.

© 2023 CT Holdings and Services Limited (CTHS), a joint venture between TISA Exchange Limited and Criterion Tec Limited.

All rights reserved. Company number: 11700872.

CHANGE REQUEST FORM

Requests for changes to the MI requirements can be submitted using the form below.

SERVICING AGREEMENT

Created with Fabric.js 3.6.3
1. APPLICANT COVERED BY THIS REGISTRATION.
Please note this registration will not be processed if Step 1 has not been completed.
If your organisation is acting only as an affiliate, you do not need to complete Step 2.
2a. CHOOSE YOUR BRAND
STAR manages the administration of third-party access to the portal, rather than the member firm. This allows for a smoother transition for the member firm and allowing immediate access to the supplier to submit MI on their behalf. STAR will hold an approved list of users per supplier, which will be allocated to your account at the point of registration. This ensures each ‘external’ user has the same access across all their client accounts. Supplier access is restricted and they do not have any ability to see any company information for any client other than what they submit on your behalf. You as the member control access for any other users within your organisation. We will include a more detailed description about the user access on your welcome email and it is clearly defined as part of the User Guide.
STAR RELATIONSHIP MANAGER FOR FIRST BRAND
This person will be the main contact for all notices and other formal communications under this agreement and will be responsible for the administration of the members portal access (including without limitation the providing, updating and removing of authorised User access to the portal during the Term).
2b.
STAR RELATIONSHIP MANAGER FOR THE SECOND BRAND
This person will be the main contact for all notices and other formal communications under this agreement and will be responsible for the administration of the members portal access (including without limitation the providing, updating and removing of authorised User access to the portal during the Term).
2c.
STAR RELATIONSHIP MANAGER FOR THE THIRD BRAND
This person will be the main contact for all notices and other formal communications under this agreement and will be responsible for the administration of the members portal access (including without limitation the providing, updating and removing of authorised User access to the portal during the Term).
2d.
STAR RELATIONSHIP MANAGER FOR THE FOURTH BRAND
This person will be the main contact for all notices and other formal communications under this agreement and will be responsible for the administration of the members portal access (including without limitation the providing, updating and removing of authorised User access to the portal during the Term).
3. INVOICE INFORMATION
Invoices are sent by email as standard, if a printed invoice is required please note the address and your requirements in the additional information section.
4. DECLARATION
Before we can process your Brand Registration a STAR Servicing Agreement needs to be signed. Your signatory must be duly authorised for and on behalf of the organisation named in this application.
We only require one signed STAR Servicing Agreement which will cover all brands that you wish to register. Upon completion of this form we will check our records to ensure an agreement hasn't already been signed, if so a new contract will not be sent to your signatory.
STAR will email the servicing contract to the signatory email address (provided below) through our electronic platform Yoti. This declaration must be signed in order for your application to complete, once we receive the signed agreement we will instruct our finance department to issue your invoice.

Change Request Form submitted successfully

Thank you for your MI Change Request. We will endeavour to respond as soon as possible using the contact information you’ve provided to us.

Application submitted successfully

Thank you for applying to join the STAR accreditation scheme. We will endeavour to respond as soon as possible using the contact information you’ve provided to us.