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Risk perspectives - A step ahead of the regulatory game

Neelay Patel, professions division, Lockton International Risk management procedures should be cruc...

Neelay Patel, professions division, Lockton International

Risk management procedures should be crucial to a business' day-to-day operational procedures and risk management efforts. However, when workload is on the up and more pressing matters - such as processing claims and managing customers - are at hand, file audits, training and assessment and networking can often be the first to fall by the wayside, especially for small brokers.

Belonging to a trade body does not act as a magic wand but it

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Yutree outlines plans after MBO

Laura Hancock, managing director of Yutree Insurance has outlined plans for the future following a management buyout, including opening an office in Norwich.

Should you sell your broking business to an Employee Ownership Trust?

Tax-efficient exit strategies and staff incentivisation have become hot topics among broker leaders since the recent increases in Capital Gains Tax and Employer National Insurance. In the second part of a series focused on the fallout from the 2024 Labour Budget, Catherine Heyes examines how broker owners can use Employee Ownership Trusts to respond to these developments.

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