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About Broadstone
Broadstone is a leading, independent, UK consultancy delivering expert advice to employers, insurers and pension scheme trustees.
For over 40 years, Broadstone has been providing its clients with a wide range of specialist services including employee benefits consulting, pensions administration and actuarial services, investment consulting, insurance consulting across life, non-life and the Lloyds and London markets, credit risk services and a range of financial modelling and data analytics services. Broadstone is also a recognised leader in their redress calculation services.
Broadstone’s team of over 650 expert consultants and administrators, including more than 75 actuaries across nine UK offices, empowers its clients to navigate complexity and change confidently with, clarity, leadership and purpose, all delivered on a platform of exceptional service.
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News & insights
The Consumer Duty Journey: A New Checklist or a New Culture?
Tom Cuppello, Director of Risk at leading independent financial services consultancy Broadstone The Consumer Duty annual report deadline has been and gone, giving lenders across the industry the opportunity to take a breather following a busy year of ensuring all of the requisite frameworks and relevant documents are ready to go. Yet, despite brand-new monitoring […]
The FCA’s Latest Dear CEO Letter to Financial Advisers
The FCA has published its latest Dear CEO/Director letter for financial advisers and investment intermediaries. It provides an important reminder on its key areas of focus over the next two years and some useful pointers as to the direction of travel and updates on important initiatives it is working on. The FCA’s priorities for the […]
Supporting Employees Through Autumn Budget Challenges: Essential for Workplace Wellbeing?
Even before Labour assumed office on July 5th, there were growing concerns about a sizeable black hole in the UK’s finances. Following Labour’s move into Number 10, this financial gap has been quantified as £22bn. We’ve now heard repeated warnings that when Chancellor Rachel Reeves delivers the Autumn Budget on October 30th, we should brace […]
Understanding the Change in Redress for DB Transfers Since 2018
We have been tracking the changes in DB transfer value redress since 2018. Whilst the change in the latest quarter has been modest, this is far less true for the period as a whole. So, we have taken the opportunity to revisit the key themes over the last few years. Our Approach to Tracking For […]
