FEATURED INSIGHTS
Insurance intermediaries
News and insights for insurance brokers and MGAs
Our industry leading team are on top of accounting, tax and regulatory issues affecting your business. We share our knowledge through our quarterly in-person Broking Breakfasts, webinars to watch at your convenience, guides on current topics and a regular publication for the insurance intermediary community.
Learn more about our Insurance Intermediaries services.
Latest edition
Our insights
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The evolving landscape of the UK insurance broking sector
We examine the impact of these developments and assesses the potential for a soft market in insurance rates. We provided analysis for Insurance Age’s flagship annual ‘Top 100 Broker’s survey.
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Business Property Relief changes – the raid on owner managed brokers and what you can do
Understand the latest Business Property Relief changes and their impact on unquoted business owners and brokers.
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PKF contributes to Insurance Age Top 100 for 2024
Will Lanyon examines the impact of some of the recent developments in the insurance industry and looks ahead to 2025.
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Broking Breakfast: UK GAAP and CASS 5 updates
In this webinar, our experts shared insights on the latest UK GAAP changes and their impact on insurance intermediaries, along with updates from the FCA on CASS 5.
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UK GAAP: the latest updates for Brokers
The FRC published periodic changes to FRS 102 in March. So, what do these changes mean for you?
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An insight into the accounting challenges broking consolidators face
Acquiring another broking business has accounting consequences. We provide an insight to help guide you through the complexities.
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Non-statutory trust letters: don’t get caught out
The FCA is hot on the heels of firms that try to set up or run non-statutory trust (NST) client money accounts without the required auditor sign-off.
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Exemption from audit by parent guarantee: it could be right for you
Take up of the parent guarantee to bypass audits is relatively uncommon among insurance intermediaries. But take a closer look.
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Credit write-backs – a breach of trust law?
Timothy Goodger, partner at City law firm Elborne Mitchell LLP, considers why CWBs are under so much scrutiny.
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Employee share options: how they trigger tax
Whatever the circumstances of your wish to provide perks to staff, there are tax issues to take into account. We look at the common ways that brokers can provide share incentives and the key tax considerations.
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Privacy in check: the control advantage
We explore the benefits of a control-based approach to data protection. How does it contribute to a secure and compliant environment? And what new approaches have recently been approved in the UK?
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Broking Breakfast: Sharing the shortcomings in Wind-Down Planning and delving into CASS 5 hot topics
Watch our on-demand webinar to discover about the shortcomings in wind down planning, and delve into CASS 5 hot topics.
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Diversity and inclusion: new regulations
The regulators are consulting on proposals for wide-ranging changes to how firms tackle diversity and inclusion (D&I) and their reporting. What will this mean for you?
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Deal alert: AssuredPartners & CIA Insurance
We are delighted to have supported AssuredPartners, a leading insurance broker in their acquisition of Rugby-based CIA Insurance.
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Deal alert: AssuredPartners & Romero Group
We are delighted to have supported AssuredPartners in their acquisition of Leeds-based Romero Group.
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IFRS transition: a complex process
Acquisition can often mean a change in reporting requirements. We provide a guide on what to expect and how best to prepare.
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Top 75 UK Insurance Brokers 2023: Analysis
We explore the impact of some of the main macroeconomic developments on industry trends such as M&A activity and market concentration.
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Pre-sale due diligence: don’t get caught out
Two common employment tax-related errors could cause you real problems when it’s time to sell the business. Here’s how to avoid the pitfalls that can threaten a smooth sale.
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