Join STAR

Get involved and help improve 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.

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

Follow the link above to complete the Joining Agreement form.
On completion, your authorised signatory will receive the Joining Agreement contract via Yoti (digital signature) to be signed at group level.
Once the signed contract has been received, STAR will issue an invoice for the one-off joining fee of £6,000 + VAT.
If your organisation is intending to submit MI for accreditation purposes, you will be invited to complete the Servicing Agreement form in Step 2 following receipt of payment.

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

On completion of the Servicing Agreement form (above) your authorised signatory will receive the Servicing Agreement contract via Yoti (digital signature) to be signed at organisation Level.
Once the signed contract has been received, STAR will issue an invoice for the benchmark performance fees per brand that an organisation chooses to be measured against. This is an annual fee of £3,000 + VAT per SLA for each brand registration.

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:

Commit your organisation to improve the end to end transfer processes by highly visible messaging across your organisation and to your customers.
Make a senior leader accountable for the end to end transfer process, ensure they have time to implement the required changes and can overcome any hurdles along the way.
Empower a team to identify improvements and implement them as soon as they are tested and proven.
Ask your customers how the transfer process felt for them, listen to what they say and make the changes that are needed.
Review any complaints about your transfer process that your organisations receive regularly.
Be proactive to improve your elapsed times, by removing steps in your process that don’t add any value, this will reduce administration effort as well!
Make it easy for customers to give feedback via any medium they want to.
Be open and publicise and share MI, to show how your business is performing.
Deliver an excellent experience for your customers and aim to be “compliant plus” .
And last but by no means least, actively participate in STAR, the industry-wide initiative committed to improving the transfer process. This highly visible support defines your organisation to be part of the leading pack that is wanting to improve elapsed transfer times across the industry and improve customers experience.

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

JOIN STAR

1. APPLICANT JOINING

Name of organisation or corporate group

Type of entity

Registered address

Town

Postcode

Company number

FCA number or EEA equivalent

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.

Name

Job title

Telephone number

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.

For the attention of

Purchase Order number

VAT number

Company Name

Address

Additional information

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.

Name of signatory

Email of signatory

I have read and agree to the Privacy Policy

I am happy to receive updates from STAR

SERVICING AGREEMENT

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.

Name of corporate group

Company number

Registered address

2a. CHOOSE YOUR BRAND

Brand SLA group

Brand name

Will a third party be submitting MI on the behalf of this brand?

If Yes please name the third party

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.

Is this brand a TeX Member? If yes please provide your membership details.

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).

Relationship manager name

Job title

Telephone number

Do you wish to register another brand?

2b.

Brand SLA group

Brand name

Will a third party be submitting MI on the behalf of this brand?

If Yes please name the third party

Is this brand a TeX Member? If yes please provide your membership details.

STAR RELATIONSHIP MANAGER FOR THE SECOND BRAND

Will this be the same relationship manager as your first brand?

Relationship manager name for second brand

Job title

Telephone number

Do you wish to register another brand?

2c.

Brand SLA group

Brand name

Will a third party be submitting MI on the behalf of this brand?

If Yes please name the third party

Is this brand a TeX Member? If yes please provide your membership details.

STAR RELATIONSHIP MANAGER FOR THE THIRD BRAND

Will this be the same relationship manager as a brand above?

Relationship manager name for third brand

Job title

Telephone number

Do you wish to register another brand?

2d.

Brand SLA group

Brand name

Will a third party be submitting MI on the behalf of this brand?

If Yes please name the third party

Is this brand a TeX Member? If yes please provide your membership details.

STAR RELATIONSHIP MANAGER FOR THE FOURTH BRAND

Will this be the same relationship manager as a brand above?

Relationship manager name for fourth brand

Job title

Telephone number

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.

For the attention of

Purchase Order number

VAT number

Additional information

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.

Name of signatory

Email of signatory

I have read and agree to the Privacy Policy

I am happy to receive updates from STAR

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.