Insurance: Changing Cash Operations and Solving the Client Money Conundrum

10 November 2020 at 10:30 (GMT)

Following the FCA’s “Dear CEO” letter on Adequate Client Assets Arrangements on 30 September 2020, we have partnered with PKF Littlejohn and Lloyds Banking Group to host a webinar on the management of client money in Insurance.

The webinar will discuss the regulatory requirements of CASS 5 including insights into the auditor’s and regulator’s ongoing reflection, developments in the banking industry including Open Banking initiatives that can help, and smart use of technology to improve the efficiency and compliance of your firm’s cash operations.

While the heightened regulatory requirements and how to best address them will be the main thrust of the webinar, we will also cover the important drivers for improving an insurance broker’s cash operations in an increasingly competitive market, and look at longer term strategic planning for those running the cash processing and reconciliation teams in the industry.

Moderator: David Russel, Director of Relationship Management at Cashfac
Speakers

John Needham, Partner - Financial Services division at PKF Littlejohn
Paul Goodwin, Partner - Financial Services division at PKF Littlejohn
Kerrie Booth – Cash Management & Payments Sales at Lloyds Banking Group
James Hadlow – Cash Management & Payments Product Manager at Lloyds Banking Group
James McGivern, Head of Non-Bank Financial Institutions at Cashfac