In PKF Digital’s latest webinar, we look at idea generation, project governance and some example projects deployed with the Office365 platform.   

On demand webinar: Digital Transformation in Action

Welcome to our latest issue of Broking Business, our regular publication with current news and view for insurance intermediaries.

Broking Business: Spring 2022

With delays to some tax refunds and the impact of group companies on ‘profit thresholds’ both affecting cash flow, it’s worth another look at the corporation tax payment on account process.

The challenge to corporation tax payments

An update on the FCA’s Consumer Duty consultations and anticipated new rules.

Putting the consumer at the heart of operations

The FCA has published its consultation paper on improving the Appointed Representatives (ARs) regime. What should you expect?

Appointed Representatives: what the FCA is looking for

Regardless of their ownership or prevailing jurisdictional requirements, ESG and associated reporting should be a key focus of intermediaries.

Why intermediaries need to work on ESG

The 31 March 2022 deadline for implementing operational resilience frameworks is drawing closer. We share our observations on activity so far, and offer our tips on what firms should focus on in the coming weeks. 

Operational resilience: The final countdown

Although firms’ compliance with the CASS 5 client money rules is improving, the FCA has started to look at specific areas of the CASS rules in more detail. So what should you look out for?

CASS 5: what are the burning issues?

PKF’s Capital Markets team is now the third ranked auditor of AIM companies based on the number of clients.

PKF climbs to third in AIM-listed auditor rankings

PKF has appointed Mark Ellis as a VAT Partner in its London office. Mark has over 30 years of experience as a tax adviser.

PKF appoints new VAT Partner

Daniel Bowden, from our Financial Services team, has been shortlisted for the ‘Apprentice of the Year Award’ at the prestigious targetjobs National Graduate Recruitment Awards.

Daniel shortlisted for prestigious apprentice award

Welcome to the March 2022 edition of Tax Talk, our monthly publication that helps to simplify the complexities of tax.

Tax Talk – March 2022