Insights
The latest knowledge, ideas
and experiences driving our work
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Executing NST deeds: how to get it right
1min read
It’s important to execute a non-statutory trust (NST) deed correctly to ensure client money is properly protected. Insurance lawyer, Carol-Ann Burton provides some tips.
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SMCR are you ready?
1min read
By 9 December this year, all FCA firms under SM&CR must submit a SoR (Statement of Responsibilities) and Enhanced firms must also produce a Responsibilities Map. Samiha Shaikh offers a guide to priorities.
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Summer 2019: Market Study
1min read
In Spring last year, Broking Business announced the FCA’s Market Study on the wholesale insurance sector. Its key aim was to assess whether competition was working effectively in the market. Paul Goldwin reports on what the results mean for brokers.
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Get your CASS 5 ducks in a row early
1min read
The continuing trend for broker acquisitions has made client money due diligence all the more important. We provide advice for vendors and buyers.
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Cloud solutions & business continuity – the buck stops with you
1min read
Cloud services are becoming more and more popular among brokers. But in spite of the potential benefits, they can also bring unexpected hazards. We focus on one of the key risks.
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Good practice guide: Internal audit for brokers
1min read
In our experience from carrying out risk and control assurance work across the insurance sector we are seeing a growing recognition among broking firms of the importance of effective governance, risk management and internal control.
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PKF joins Insurtech UK
1min read
PKF Littlejohn has become the first accountancy partner of Insurtech UK, an alliance of over 40 insurtech start-ups and advisers.
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No savers to lose out as a result of the closure of Parkhead Credit Union
1min read
Parkhead Credit Union Limited has been placed into administration and has now ceased trading. Dina Devalia and James Sleight of PKF Geoffrey Martin & Co Limited are the appointed Joint Administrators.
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Administrators appointed at Greater Milton & Possilpark Credit Union Limited
1min read
Dina Devalia and James Sleight of PKF Geoffrey Martin & Co have been appointed as Joint Administrators of Greater Milton & Possilpark Credit Union Limited.
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Funds & Family Office: Succession for your family enterprise
1min read
There are a million definitions for succession and it is often assumed that succession only focuses on continuing a business. I disagree.
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PKF Littlejohn appoints Chief Digital Officer
1min read
Phil Broadbery has joined PKF Littlejohn as a Partner in a new role of Chief Digital Officer.
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Good practice guide: Client money for brokers
1min read
In our experience from carrying out numerous audits, investigations and due diligence projects, the subject of client money and risk transfer is sometimes misunderstood by insurance brokers, insurers and auditors alike.
