Insights & Articles

Insights

You can read or search for our expert insight on topical issues here.

Handling client money

While a lot of brokers are comfortable with their procedures, we’re providing a timely reminder for those who may need to review how client money is handled.

Wholesale Insurance Brokers market study

The Financial Conduct Authority (FCA) published its final report of the Wholesale Insurance Brokers’ market study. Launched way back in November 2017, its aim was to assess how competition was working in the sector

Planning works

How effective preparation can help mitigate costly planning delays.

GDPR - one year on

Is it really almost a year ago that the new GDPR regime (DPA 2018 in the UK) was implemented? Well, 25 May came and went, and we carried on - we wrote and published our new Privacy Statements, did our data audits, trained the staff and updated all sorts of material and processes.

Reputation management for charities

A charity’s reputation is fragile. It can take years to build and only seconds to destroy. How the charity handles times of crisis could make all the difference.

Charity trustees, governance and positive risk taking

Charity trustees may have high profile or controversial decisions to make and it’s a big responsibility to bear.

Jewellery and valuables

Ensuring you have your clients covered in a fluctuating jewellery market.

How to enhance your charity’s digital strategy

Charities that fundraise online make donations easier, quicker and more accessible to more people. The internet provides more than just an avenue for fundraising.

Fundraising risks and how to address them

Fundraising encourages charities to be creative and stand out for all the right reasons.

Charity collaboration - working together to deliver more

Collaboration is a hot topic in the charity sector but operational, financial and strategic risks can act as a barrier.

Data protection for charities

The General Data Protection Regulation (GDPR) is in force making information security a key challenge for charities.

Parents and students using social media to harass teachers

Moving away from school playground exchanges, parents and pupils are increasingly hiding behind social media platforms to criticise or send abuse to teaching staff.