Created with Fabric.js 3.6.3

Get involved now to shape the future of transfers

If you are involved in the management and transfer of long-term savings and investment arrangements, including all types of Defined Contribution Pensions, ISAs and General Investment Accounts (GIA), STAR is for you.

Join STAR

If you would like to participate in the STAR initiative please complete the Joining Agreement form on Step 1 below.

Copies of the Joining and Servicing Agreements and Accreditation Brands Terms of Use are available to view. Contracts will be sent for signing via Yoti, our digital signature provider on completion of the forms below.

If you have any questions you want to discuss before joining, please contact us and we’ll be happy to help.

Step 1 - Join

New to STAR and want to get involved? Please complete the Joining Agreement form below.

Next steps

Step 2 - Register

Please complete the Servicing Agreement below once Step 1 is complete.

If your organisation is acting only as an affiliate, you do not need to complete Step 2.

Next steps

If you have any questions, please do not hesitate to contact enquiries@joinstar.co.uk.

Is your organisation ready to improve your end to end transfer processes?

This code of best practice will help:

Why join STAR?

There are many reasons for your organisation to sign up for STAR…

It provides a showcase for highlighting performance.

Demonstrate your commitment to good transfer practice to consumers and industry stakeholders.

You’ll have your say when it comes to defining best practice in transfers.

Participating firms will also benefit from greater certainty when dealing with other providers, leading to fewer queries and reduced administration costs. In addition, consumers will benefit from knowing their provider is part of the STAR scheme, and they can expect better communication, universal standards, continuous improvement and improved transparency.

STAR is endorsed and recommended by these TRIG organisations:

Source: The Transfer and Re-registration Industry Group (TRIG) – Industry-wide framework for improving transfers and re-registrations, June 2018 Progress Update

© 2022 CT Holdings and Services Limited (CTHS), a joint venture between TISA Exchange Limited and Criterion Tec Limited.

All rights reserved. Company number: 11700872.

Created with Fabric.js 3.6.3

JOIN STAR

1. APPLICANT JOINING
2. KEY CONTACT
This person is the main contact for your relationship to STAR. They will also be the contact for all notices and other formal communications under this letter.
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
Your signatory must be duly authorised for and on behalf of your organisation named in this application.
STAR will email the servicing contract declaration 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.

SERVICING AGREEMENT

Created with Fabric.js 3.6.3
A problem was detected in the following Form. Submitting it could result in errors. Please contact the site administrator.
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 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).
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 need one signed STAR Servicing Agreement which will cover all brands that you wish to register.
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.
You have already supplied a STAR Servicing Agreement, we will be in touch if we need anything else.

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.