Criterion @CriterionTec

Leaders of industry Standards and Governance. Part of the @Star_Transfers initiative. criterion.org.uk Edinburgh, Scotland Joined March 2019

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Criterion @CriterionTec

a week ago

Thank you to Aberdeen Adviser, ZeroKey and intelliflo for bringing PAO to the stage! #PlatformAccountOpening #ClientOnboarding #PlatformIntegration #AdviserTechnolo

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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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Criterion @CriterionTec

a week ago

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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Criterion @CriterionTec

2 weeks ago

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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Criterion @CriterionTec

2 weeks ago

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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Criterion @CriterionTec

2 weeks ago

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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Criterion @CriterionTec

2 weeks ago

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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Criterion @CriterionTec

a month ago

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/event/a1170f90…

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Criterion @CriterionTec

a month ago

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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Criterion @CriterionTec

a month ago

We're excited to announce that Poppy Achilles will be chairing the Protection: underwriting and innovation webinar tomorrow.

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Criterion @CriterionTec

a month ago

With a lineup like this, 20 May at 11:00 is not one to miss! events.teams.microsoft.com/event/a1170f90…

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Criterion @CriterionTec

a month ago

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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Criterion @CriterionTec

a month ago

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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Criterion @CriterionTec

a month ago

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/event/a1170f90…

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Criterion @CriterionTec

a month ago

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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Criterion @CriterionTec

a month ago

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.