Origo - Standards

Established for over 20 years, Origo Standards underpin the exchange of data between organisations in the financial services industry, making it easy for Providers, Platforms, Portals and Advisers to work with each other.

Auto Enrolment Standards

In conjunction with the industry Origo has developed Standards to specifically address Auto Enrolment. Available in both XML and CSV formats.

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Current Project Activity

Project	Project type	Background
Implementation	Pre-Population	The objective of this group is to support organisations implementing the recently published Origo Pre-Population Standards. Origo supports these organisations and where necessary will produce Best Practice Implementation Guidelines. For further information please contact us.
Development	Auto Enrolment	Origo is collaborating with product providers, scheme administrators, HR payroll providers, automatic enrolment solution providers and other interested stakeholders to develop a suite of Automatic Enrolment Data Messaging Standards, in both XML and CSV data formats. A first phase of Standards was delivered in 2012, with a second delivery phase currently underway. For further information please contact us.
Research	Contract Enquiry for Protection and Annuities	This research is examining whether electronic data exchanges would benefit the industry, particularly when reviewing a Client's provision for Protection and Annuity products. Protection and Annuity products can have features which vary over time and no standardised electronic format exists for delivering this information to Advisers. Benefits have been realised through Origo's Contract Enquiry standard for other product types and this research will determine if similar benefits would accrue if this or a similar approach was developed for these currently out-of-scope contracts. For further information please contact us.
Research	Legal Framework Feasibility Study	Version 3 of the Legal Framework (LF) was introduced in 2010 to accommodate appropriate business models at that time. New business models are emerging, many driven by Auto Enrolment that would benefit from a new version of the LF. The objective of this Feasibility Study is to determine the scope and demand for a new version of the Legal Framework. For further information please contact us.
Implementation	Auto Enrolment Implementation Group	The objective of this group is to support organisations the Origo Auto Enrolment Standards published to date, by providing a forum for open and appropriate communications amongst organisations who are implementing. For further information please contact us.
Research	Portfolio Management	A number of pieces of research have been either carried out or discussed by Origo and the PSG which relate to Servicing of Clients' existing portfolios, which this work proposes to amalgamate. These include Asset Allocation, Fund Switch/Redirect, Product Type/Sub Type, Servicing Transaction and Event Notifications. For further information, please contact us.
Implementation	Remuneration Statement	The objective of this group is to support organisations implementing the recently published Origo XML Remuneration Statement Standard by providing a forum for open and appropriate communications amongst organisations who are implementing. For further information, please contact us.
Research	Risk Rating Factors	This research is analysis of potential risk factors which may be used for risk rating purposes by Product Providers during quotations for underwritten products. This will include identifying factors currently existing in the Origo Standards as well as possible new factors for consideration in the Standards. It will also investigate if there is a requirement for a revised approach to assessment of occupation risk and will identify any outline changes required to existing Origo Standards. For further information, please contact us.
Research	Fund Codes	This research is to identify and describe issues encountered by Advisers in attempting to understand the composition of a client's whole portfolio. It will identify what, if any, loss or detriment may be caused to Advisers and/or Clients by the uncertainty around Fund Codes, and where possible quantify that detriment and assess potential solutions that can be taken forward to alleviate the problems. For further information, please contact us.