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    Home > Insights > Checklists > wealthmanagement,  asset management,  investment management,  banks,  t+1

    T+1 Is Coming. Are You Ready for 2027?

    Download the practical checklist UK & EU firms are using to prepare for the shift to T+1 settlement and avoid costly operational gaps.

    The move to T+1 will compress settlement timelines, increase operational risk, and expose weaknesses across your trade lifecycle.

    Without the right preparation, firms face:

    • Increased settlement failures
    • Manual process breakdowns under time pressure
    • Liquidity and funding challenges
    • Misalignment with brokers, custodians, and vendors

    October 2027 may seem far away, but operational change at this scale takes time.

    This checklist helps you cut through the complexity.

    Built for asset managers and wealth managers, it provides a clear, structured approach to assess your readiness and prioritise action, fast. 

    What you’ll get

    ✔ A complete T+1 readiness framework
    ✔ Key actions across 7 critical operational areas
    ✔ A clear view of where you’re exposed today
    ✔ Practical steps to reduce risk and improve efficiency

    What the checklist covers:

    • Governance & Programme Management: Set up the right structure, accountability, and oversight

    • Trading & Allocation: Ensure same-day allocation and automated affirmation

    • Post-Trade Operations: Reduce manual processes and enable straight-through processing

    • Liquidity & Funding: Prepare for earlier cash and FX requirements

    • Technology & Data: Upgrade systems for real-time processing and reconciliation

    • Third-Party Dependencies: Align custodians, administrators, and vendors

    • Testing & Implementation: Plan for industry testing and internal simulations

    Don’t wait until 2027 to find the gaps.

    T+1 is one of the most significant post-trade changes since T+2. Firms that start early will:

    • Reduce operational risk
    • Improve settlement efficiency
    • Gain a competitive advantage in faster markets

    Download your T+1 Readiness Checklist today.