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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Insurance sector risks and priorities for 2023
Read our guide to understand the risks and priorities that should be considered when preparing internal audit plans for 2023.
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From MGA to full-stack insurer: Everything you need to know
Many MGAs are looking at the potential next stage of their evolution – becoming a full-stack insurer. But what are some of the challenges involved with making the transition?
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Deal alert: Seventeen Group
PKF supports Seventeen Group on the raising of new debt funding with Ares Management.
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Broking Business – Summer 2022
Welcome to our Summer 2022 issue of Broking Business, our regular publication with current news and view for insurance intermediaries.
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How to make the most of R&D tax relief
The Government is revisiting Research and Development (R&D) tax relief to keep up with technology and support UK innovation. Find out which reliefs you could claim.
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Wind-down planning: the FCA’s recent guidelines
The FCA has published the findings of its Thematic Review on wind-down planning in TR 22/1 – observations on wind-down planning: liquidity, triggers and intra-group dependencies. Paul Goldwin helps you navigate the key points.
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What’s VAT got to do with it?
VAT is often the Cinderella of taxes among insurance brokers. We highlight three reasons why it deserves much more attention than it gets.
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Intermediaries – the huge benefits of internal audit
Why should you consider an internal audit function? We explain.
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Why organisational culture matters: a new approach to EDI
Equality, Diversity and Inclusion (EDI) is not just about box ticking. Nick Borzenko explains why the insurance sector cannot succeed without it.
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Operating internationally
There are many issues associated with operating overseas. This Broking Breakfast is designed to make insurance brokers aware of potential challenges.
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Broking Business – Spring 2022
Welcome to our latest issue of Broking Business, our regular publication with current news and views for insurance intermediaries.
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The challenge to corporation tax payments
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.
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Putting the consumer at the heart of operations
An update on the FCA’s Consumer Duty consultations and anticipated new rules.
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Appointed Representatives: what the FCA is looking for
The FCA has published its consultation paper on improving the Appointed Representatives (ARs) regime. What should you expect?
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Why intermediaries need to work on ESG
Regardless of their ownership or prevailing jurisdictional requirements, ESG and associated reporting should be a key focus of intermediaries.
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Operational resilience: The final countdown
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.
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CASS 5: What are the burning issues?
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?
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Regulatory and Internal Audit Priorities for 2022
The last 24 months have seen a lot of challenges and changes that could not have been predicted. The impact of Covid-19 is ongoing and its impact on business still to be fully understood.
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Remote working – what the FCA expects
The FCA has recently published its expectations for remote and hybrid working within regulated businesses, including insurance brokers. So how can broking balance greater flexibility with maintaining regulatory compliance?
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Digital risks and challenges
Digital platforms are continuing to transform insurance. How will insurance intermediaries gain assurance that new digital processes are working well?
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Why should wind-down planning be high on the agenda
Regardless of size, all companies must have a wind-down plan. Paul Goldwin explains how they can.
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