SLA & Operational Advisory Council


The TeX SLA & Operational Advisory Council monitors the TeX SLA and considers any operational concerns.

The Council focuses on practical operational and technical issues where they arise in practice during the re-registration process, and will advise on and make recommendations where amends may be necessary to the SLA.

It acts as a centre of expertise for TeX with regard to the service levels required of members when operating transfers, as well as operational and technical aspects of issues affecting TeX and re-registration, including technical and regulatory matters, which specifically impact their administration.

Covering service providers, asset managers, pension providers and other members and associate members of TeX, it informs engagement with policymakers and regulators through the TeX Board, whose activities it supports.

Key Objectives

  • To consider, study and report upon to the TeX Board, as required, all initiatives, consultations or developments of any kind that may impact the SLA and operations of TeX.
  • To inform the wider TeX membership in written briefings of the strategic and tactical impacts of such initiatives, through the administration team, where appropriate.
  • To formulate, and pursue, TeX initiatives related to the members and potential members designed to facilitate beneficial change or to share best practice.
  • To have regard, in all its activities, to the best interests of consumers of retail financial services in the UK.

Member Firms

Chair: Paul Wheatley, Embark

Actuare Ltd

Aegon UK plc

Allfunds Bank S.A.U

Alliance Trust Savings Ltd



Aviva UK Insurance

Barclays PLC

Barclays Wealth

Bestinvest (Brokers)

BNY Mellon

Brooks Macdonald


Charles Stanley





Fusion Wealth

Hargreaves Lansdown

Invesco UK

James Hay

Janus Henderson

JP Morgan Asset Management



Link Group


MAN Group

Marlborough Fund Managers


Northern Trust

Novia Financial

Nucleus Financial Group

Octopus Investments

Old Mutual Wealth


Parmenion Capital Partners


Pinsent Masons

Platform One

Platform Securities

Premier Miton

Rathbone Bros


SEI Investment (Europe)

Seven Investment Management


Standard Life Savings


True Potential

Upcoming Meetings

SLA & Ops, Legal & Development Partners 5th July 2022

Meeting Papers & Minutes

Members of the SLA & Operational Advisory Council can view minutes and relevant documents from past meetings here. To view the list please ensure you are logged in to the TeX website to validate your access (no list of documents will be shown if you are not logged in or fail validation).

Terms of Reference

Get Involved

If you are a TeX member and would like more information or to get involved with the work of the Advisory Council, please provide your details below and we will get back to you shortly