Intuitive Support

Delighted to share that we have achieved 𝗖𝘆𝗯𝗲𝗿 𝗘𝘀𝘀𝗲𝗻𝘁𝗶𝗮𝗹𝘀 𝗣𝗹𝘂𝘀 certification for the 𝗳𝗶𝗳𝘁𝗵 𝘆𝗲𝗮𝗿 𝗿𝘂𝗻𝗻𝗶𝗻𝗴. 🎉

For us, this isn't just a badge to display on our website. It demonstrates that our systems, processes and controls have been independently assessed against a recognised cyber security standard, helping to ensure that the firms we support can have confidence that we take the protection of their data seriously.

A huge thank you to Andy C at Cloud Geeni Ltd, who provides our IT support.

Without Andy's expertise and guidance, we genuinely wouldn't know where to start. He was there every step of the way, helping us navigate the process and making sure everything was in place for a successful assessment.

I'd also like to thank Mitchell Munday at Cyber Trust, our independent assessor. Mitchell guided us through the process with professionalism, patience and a wealth of knowledge. What could have been a stressful exercise felt straightforward and manageable thanks to his support. He was always available to answer questions, explain requirements clearly and provide practical advice along the way.

Achieving Cyber Essentials Plus for the fifth consecutive year is something we're proud of, and it's only possible because of the support of trusted partners like Andy and Mitchell.

If you're looking for expert IT support or guidance through Cyber Essentials and Cyber Essentials Plus, I wouldn't hesitate to recommend both Cloud Geeni and Cyber Trust.

Thank you both for your support once again.

And lastly... thank you to all our staff members involved in the assessment this year 😍, and to Dave Cruse (Outsourcing Specialist) for overseeing the process internally.

𝗟𝗢𝗔𝘀: Some good LOA news from Origo 👍

They have launched an LOA consortium with four major providers:
➡️ Aviva
➡️ Legal & General
➡️ Royal London
➡️ Scottish Widows

The aim is for the providers to work together to help establish best practice around LOA processes and support greater digitisation across the industry. Something that has been needed for a long time.

This feels like a really positive step forward for adviser efficiency and consistency.

Origo launches LoA consortium with four major providers Aviva, Legal & General, Royal London and Scottish Widows have joined forces with fintech Origo to transform and remove “pain points” in the letter of authority (LoA) process.

Really pleased to see how many firms are making use of the LOA Guide.

We had nearly 4,000 logins during April alone 🤯

The guide was designed to make LOA submissions quicker and simpler by bringing key provider information together in one place, including:

• Provider contact details
• Telephone, email & postal addresses
• Direct links to forms and provider pages
• Plan/policy number format guidance
• Legacy provider information

Thank you so much to everyone using and supporting the guide — we genuinely appreciate it.

If you regularly deal with LOAs and want to save time chasing provider information, feel free to get in touch.