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.
Read our latest insurance intermediaries insights.
Latest edition
Our insights
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Broking Business – Issue two: Summer 2023
1min read
Welcome to our latest issue of Broking Business – Issue two: Summer 2023.
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Transfer pricing considerations in a post-Brexit Europe
1min read
Transfer Pricing Director Farhan Azeem explains why UK-based MGAs and brokers operating in the EEA will need to (re)assess their business operating model from a transfer pricing perspective or risk facing tax adjustments and fines.
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Embedding Consumer Duty – Approaching the end of the beginning?
1min read
With the first implementation deadline for embedding Consumer Duty in business operations drawing near, we set out a plan of attack to get the job done.
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Budget Bites for Brokers
1min read
We summarise the 2023 Spring Budget measures that are relevant to the insurance broking community.
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FRED 82 – The shakeup might have wide reaching commercial impact
1min read
Consultation on FRED 82 ended in April. Its proposed changes to FRS 102 are likely to have a significant impact on brokers. Partner Satya Beekarry says that brokers should start planning now.
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Cybersecurity due diligence on acquisitions
1min read
Michael Corcione explains why cybersecurity needs to be one of the priority areas for acquiring firms’ transaction due diligence and highlights the key areas for focus.
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Common VAT misconceptions
1min read
We take a look at the most prevalent VAT misconceptions that could cause your business to come a cropper.
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Broking Breakfast: FCA Business Plan 2023/24
1min read
Watch our on-demand webinar to discover what it means for you
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The challenges of CASS 5: the FCA is watching
1min read
The current macro-economic climate, coupled with weak financial resilience caused by the cost of living crisis, may tempt firms to cut corners in their client money compliance.
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Tax accounting – what to think about when closing the year end
1min read
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
1min read
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
1min read
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
1min read
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 Business: Winter 2023
1min read
Welcome to our latest issue of Broking Business Winter 2023.
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Broking Breakfast – Regulatory updates
1min read
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)
1min read
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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Insurance sector risks and priorities for 2023
1min read
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
1min read
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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PKF supports Seventeen Group on the raising of new debt funding with Ares Management
1min read
PKF Littlejohn performed a comprehensive financial and tax due diligence exercise for Seventeen Group.
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Broking Business: Summer 2022
1min read
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
1min read
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.