PA Dev connects platforms with cutting-edge FinTech, RegTech and WealthTech innovation. PA Dev facilitates proof-of-concept testing, showcases emerging technologies and enables collaborative evaluation of solutions that transform platform operations.
Through structured engagement with technology providers, members can identify and adopt innovations that drive efficiency, create market opportunities and enhance customer outcomes. Each challenge below runs to a published timetable, with applications open to technology providers across the wealth and asset management ecosystem.
Structured, time-bound pilots that let members test emerging technology against realistic platform data and operating constraints.
Showcasing emerging technology
Curated showcase sessions where technology providers demonstrate capability directly to platform decision-makers.
Collaborative evaluation
Members assess solutions together, sharing findings so adoption decisions are informed by sector-wide evidence.
Programme timeline
Sep 2026
Oct 2026
Nov 2026
Dec 2026
Jan 2027
Feb 2027
Open and upcoming challenges
Four challenges are currently in the PA Dev programme, spanning platform transfers, consumer outcomes, AI in advice and operational assurance. Review the detail, then apply to take part.
Challenge 01Frictionless Platform Transfers
Open
WealthTech & Operations
How can re-registration and in-specie transfers between platforms complete in days rather than weeks, with full visibility for advisers and clients?
17 September 2026
7 of 15 places filled
Applications close 28 August 2026
Highlights
Automate asset and share-class matching across ceding and receiving platforms
Cut average transfer times and reduce failed or stalled cases
Give advisers and clients real-time transfer status transparency
Establish reusable data standards for sector-wide adoption
Challenge 02Consumer Duty Outcomes Monitoring
Open
RegTech & Consumer Outcomes
How can platforms evidence good client outcomes at scale — value assessments, vulnerability signals and outcome reporting across both advised and D2C books?
22 October 2026
4 of 12 places filled
Applications close 2 October 2026
Highlights
Automate value-for-money and charge-impact assessments
Surface vulnerability and foreseeable harm signals earlier
Reduce manual effort in producing board and regulator-ready MI
Maintain a transparent, auditable line from raw data to outcome
Challenge 03AI-Assisted Onboarding & Suitability
Coming soon
AI & Adviser Experience
Can AI compress adviser onboarding and suitability work — fact-find capture, risk profiling and report drafting — without compromising explainability or audit?
19 November 2026
0 of 12 places filled
Applications open 21 September 2026
Highlights
Reduce onboarding time from hours to minutes per client
Improve first-time-right rates on platform applications
Keep suitability output explainable and adviser-approved
Demonstrate robust controls over model drift and data privacy