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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Tax accounting – what to think about when closing the year end
When you’re closing the 2022 year end financials, tax for 2023 may not be at the top of your list. But the time of year means changes are not far off. Here are some pointers to consider.
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Our analysis of Insurance Age Top 75 UK Brokers
2021 has been another fascinating year for the UK broker market. We look at some of the main trends – including ownership, M&A activity, market concentration and sector specialism.
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Appointed Representatives regime: FCA’s latest enhancement
The FCA has published a policy statement, Improving the Appointed Representatives (ARs) regime, which sets out its updated rules and requirements for principals and ARs.
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The new Consumer Duty – how to prepare for 2023
In July 2022 the FCA published details of its new Consumer Duty. Here’s a recap of the key points.
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Broking Breakfast – Regulatory updates
In this session, we provide an overview of current regulatory updates and consider what they mean for the insurance intermediary sector.
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A guide to Retail Mediation Activities Return (RMAR)
We’ve partnered with Aviva to create a guide to give you expert advice on completing your Retail Mediation Activities Return (RMAR).
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PKF contributes to respected insurance sector survey
John Needham and Will Lanyon from our insurance intermediary team have provided the expert analysis for Insurance Age’s latest Top 75 Brokers survey.
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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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