We would be delighted if you could join us for our Insurance Broker Forum & lunch in Leeds on Wednesday 17 June 2026.
We’re bringing together our insurance specialists for a practical forum tailored to insurance brokers, sharing clear and actionable insights into key regulatory, market and tax developments, including:
Client money & regulatory update
Senior Manager, Tom Herne will outline the key updates on MMFs, FCA waivers, CASS governance and EU back branching, with a focus on what these changes mean for brokers.
Wind-down planning
Wind-down planning continues to be a hot topic and focus area for the FCA, with the regulator carrying out multi-firm reviews on wind-down plans and associated Threshold Condition 2.4 assessment. Director, Chris Stout will detail the operational steps you need to include in your plan for an effective wind-down and debunk some of the myths surrounding the process.
Share-based payments: accounting essentials & tax implications
Partner & Head of Financial Accounting Advisory Services, Satya Beekarry will discuss the essentials of accounting for share based payments (SBPs) under FRS 102, including how to identify SBPs within commercial agreements, common pitfalls, and the practical considerations firms often overlook.
Corporate Tax Partner, Chris Riley will cover the key tax considerations brokers need to be aware of when providing shares to employees, including:
- Tax treatments for providing shares to employees
- The benefits of tax advantaged schemes
- Compliance requirements and planning opportunities.
Event details: Insurance Broker Forum in Leeds
Date:
- Wednesday 17 June 2026
Timings:
- Arrival and refreshments from 12pm
- Briefing from 12:45pm until 2pm
Location:
