Resources

GDPR - they think it's all over!

The 25 May 2018 - the day that the General Data Protection Regulation (GDPR) came into force - has come and gone and the world is still turning. More

Insuretech - opportunities and challenges

The insurance industry is being transformed by new technology. More

Will you be ready for Making Tax Digital?

The Making Tax Digital (MTD) initiative is part of HMRC's plan to become a 'world leading digital tax authority'. More

The Big IDDea

The new Insurance Distribution Directive (IDD) comes into force in October and well affect all insurance intermediaries. More

TOBA Tension

Agreeing a clear set of terms of business with counterparties can save intermediaries time and money if something goes wrong. More

'Cash or benefit' agreements - are you ready for the new rules?

Any broking firm offiering salary sacrifice, flexible benefits or other 'cash or benefit' schemes should be aware of new rules affecting PAYE reporting. More

What does greater assurance mean for you?

A growing number of brokers are recognising the benefits of assessing the effectiveness of their governance and risk managment activities by undertaking 'internal audits'. More

Developing a successful acquisition strategy

When talking to a broker about its acquisition stratgey, we often begin by asking them about their exit plans. Many managment teams are perplexed by the question - but they shouldn't be. More 

Under Review - The Wholesale Market Study

The Financial Conduct Authority's (FCA) MArket Study on the wholesale insurance sector is the first review of the industry for over ten years. What will the regulator look for? What could change as a result of the study? More

How to reward your staff - without paying the penalty

If approached incorrectly, awarding shares to staff in your broking business can be extremely expensive for both you and your employees. More

The CASS 5 rollercoaster

The FCA is getting tougher with its policing of insurance broker compliance with existing CASS 5 client asset rules. Recent FCA findings and our own experience suggests this approach is at times warranted. More

Are you ready for GDPR?

The new GDPR rules are being introduced to prevent misuse of an individual’s personal information, as well as to ensure that it is protected from unauthorised access. More

Duly Diligent

For a due diligence exercise to be of a value to a potential investor, it needs to look not just at the financial information available about the target but also take a holistic approach and consider how all the elements of the business fit together. More

A culture of accountability

The new Senior Managers & Certification Regime (SM&CR) is designed to improve public confidence in the sector by ensuring that firms develop a culture of accountability at all levels. More