Leaders of industry Standards and Governance. Part of the @Star_Transfers initiative.
Joined March 2019
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- Following 447
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111 Photos and videos
Jun 9
It was great to hear Derek Smith of Aberdeen Adviser share the positive impact of its account opening integration from the stage at today’s #intellifloinnovate2026 conference.
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Jun 9
all to make the client onboarding experience smoother and faster. If platform account opening (PAO) is something you’re keen to improve and integrate, we have two colleagues, Quillan Mackay and James Slevin, at #intellifloinnovate2026 today.
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Jun 9
Thank you to Aberdeen Adviser, ZeroKey and intelliflo for bringing PAO to the stage! #PlatformAccountOpening #ClientOnboarding #PlatformIntegration #AdviserTechnolo
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Jun 3
The Criterion team recently spent a couple of sessions volunteering at @FreshStartWeb's warehouse, helping to assemble starter packs for people moving on from homelessness.
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Jun 3
Their approach - person-first, focused on dignity and long-term independence rather than short-term fixes - is a big part of why we chose them as a charity partner. It reflects the way we work: bringing people together and focusing on outcomes that make a difference.
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Jun 3
A huge thank you to everyone at Fresh Start for having us - the work you do every day is vital, and we're proud to support it.
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Jun 3
As well as getting stuck into the hands-on work, it was a chance to get to know the Fresh Start team and better understand the services they provide across Edinburgh.
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May 19
We're excited to announce that Poppy Achilles will be chairing the Protection: underwriting and innovation webinar tomorrow.
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May 19
A business transformation specialist and committed industry collaborator, Poppy brings strategic acuity and hands-on delivery in equal measure - and a reputation for asking the right questions to actually move things forward.
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May 19
With different voices from across the protection market - this is going to be a compelling session that you don't want to miss! events.teams.microsoft.com/e…
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May 15
Behavioural insight is one of the most powerful - and underused - tools in protection. Knowing how to use it can transform the conversations advisers have with clients and the outcomes that follow.
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May 15
She specialises in equipping advisers with the behavioural insights and practical skills that lead to better client conversations and stronger protection outcomes - making her uniquely placed to bring this perspective to the panel.
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May 15
With a lineup like this, 20 May at 11:00 is not one to miss! events.teams.microsoft.com/e…
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May 12
We're delighted to announce Adam Higgs, Head of Protection Proposition Delivery at St. James’s Place, as a panellist for the Protection: underwriting and innovation webinar on 20 May at 11:00.
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May 12
With over 15 years of industry experience, Adam leads initiatives to increase client protection uptake at SJP - working closely with insurers and across the business to enhance the knowledge, skills, and confidence of advisers, empowering them to have more meaningful...
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May 12
protection conversations with clients. This is one of the most important conversations in financial services right now. Don't miss it: events.teams.microsoft.com/e…
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