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Janus Henderson on why it joined STAR

Case Study

Janus Henderson on why it joined STAR

Janus Henderson Investors is a global asset manager with more than 348 Investment professionals headquartered in London.

The problem

The pace of transfers has been an issue for many years, and STAR aims to tackle this. However, platforms can only deliver efficient pension, ISA and GIA transfers if they can rely on all asset managers to support timely and reliable transfers, re-registrations and share class conversions. Although asset managers delegate authority for transfer processes to its transfer agents (TA), the asset manager is responsible for the process. Therefore, asset managers are accountable for meeting FCA regulations, good consumer outcomes and timely transfers, whilst ensuring their TA supports them. 

The solution

STAR is working with asset managers and transfer agents to create a long-term solution to improving the customer experience of transferring pensions, savings and investments between companies by setting and measuring participants against a good practice framework.

Janus Henderson is currently one of four asset management firms (JO Hambro Capital Management, T.Rowe Price and Vanguard) supporting STAR and being accredited for their performance in transfers. In the first round of accreditations, Janus Henderson was awarded a gold accreditation in the asset manager category. By taking part in STAR, Janus Henderson is showing its dedication to providing good customer outcomes on a long-term basis and helping to create transparency within the industry.  

STAR is encouraging other asset  managers to join STAR to measure performance transparently, based on evidence of outcomes and a shared understanding of good practices across the industry.

 

“Becoming accredited required minimal effort on our part and was mainly handled by our transfer agent. We were pleased with the process and robust governance and were delighted to receive a gold accreditation in 2022. This enhances our reputation, reflects our strong performance in transfers and shows that we care about good customer outcomes and remain focused on timely investment transfers.”

Janus Henderson Investors

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SERVICING AGREEMENT

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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.

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.