Insights
The latest knowledge, ideas
and experiences driving our work
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Good practice guide: Internal audit for brokers
In our experience from carrying out risk and control assurance work across the insurance sector we are seeing a growing recognition among broking firms of the importance of effective governance, risk management and internal control. There are a number of reasons for this…
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PKF joins Insurtech UK
PKF Littlejohn has become the first accountancy partner of Insurtech UK, an alliance of over 40 insurtech start-ups and advisers. Insurtech UK was established to speak with one voice about specific insurtech-related issues and needs arising out of the technological revolution in the…
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No savers to lose out as a result of the closure of Parkhead Credit Union
Parkhead Credit Union Limited has been placed into administration and has now ceased trading. Dina Devalia and James Sleight of PKF Geoffrey Martin & Co Limited are the appointed Joint Administrators. The Financial Services Compensation Scheme (FSCS) has also declared the credit union…
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Administrators appointed at Greater Milton & Possilpark Credit Union Limited
Dina Devalia and James Sleight of PKF Geoffrey Martin & Co have been appointed as Joint Administrators of Greater Milton & Possilpark Credit Union Limited. The Financial Services Compensation Scheme (FSCS) has also declared the credit union in default, which means that savers…
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Funds & Family Office: Succession for your family enterprise
There are a million definitions for succession and it is often assumed that succession only focuses on continuing a business. I disagree. Succession involves the founder and their family, the enterprise and its executives, employees and end users – anyone who is a…
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PKF Littlejohn appoints Chief Digital Officer
Phil Broadbery has joined PKF Littlejohn as a Partner in a new role of Chief Digital Officer. Phil joins from PKF International, where he was Chief Information Officer with a focus on the network’s digital and collaboration activities. Prior to that, he spent…
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Good practice guide: Client money for brokers
In our experience from carrying out numerous audits, investigations and due diligence projects, the subject of client money and risk transfer is sometimes misunderstood by insurance brokers, insurers and auditors alike. The rules around client money are a blend of legal, financial and…
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Funds & Family Office: Custom reporting
With decades of service to family offices, ultra-high-net-worth individuals and inter-generational families, we understand better than most that our clients lead fast-paced, multi-faceted lives. Their financial affairs are typically complex, requiring time they simply don’t have and expertise they are wise to seek.…
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Funds & Family Office: Fund services
Wealthy individuals, multigenerational families, successful business owners and their key advisors turn to us for a personalised suite of services selected to reflect discrete preferences and priorities. The very things that make a family special are often what make the oversight of its…
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Funds & Family Office: Family services
Wealthy individuals, multigenerational families, successful business owners and their key advisors turn to us for a personalised suite of services selected to reflect discrete preferences and priorities. The very things that make a family special are often what make the oversight of its…
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The future of commercial insurance broking
Commercial insurance brokers will need to have evolved into business advisors for their SME customers by 2027 or face extinction. The Future of Commercial Insurance Broking report analyses the present state of the UK’s SME commercial insurance broking market and looks forward ten years…
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Treatment of insurance balances by insurance intermediaries under FRS102
The introduction of FRS102 has resulted in insurance intermediaries, and their auditors, needing to carefully consider the treatment of insurance balances in their financial statements, resulting from a number of enhancements within FRS 102 compared to previous UK GAAP. Under old UK GAAP,…
