Author: Broadstone

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Broadstone

Lovell Minnick Partners Announces Strategic Partnership with Broadstone

NEW YORK & LONDON – January 7th, 2025 – Lovell Minnick Partners (“LMP”), a private equity firm focused on investments in financial services, business services and financial technology companies, today annou...

2024-25 sustainability policy
Broadstone

Broadstone publishes 2024/25 Sustainability Policy and updates on progress

Broadstone makes significant progress reducing gender pay gap and increasing percentage of workforce from minoritised groups Makes stringent carbon reduction targets in line with the SBTi Broadstone, a l...

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Pensions

Broadstone advises Just Group’s £43 million full-scheme buy-in for The Wednesbury Pension Scheme

Deal with Just Group secures the benefits of all 384 members £43 million transaction completed following a competitive process Broadstone’s SM&RT Insure process helped generate the competitive process...

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Investment, financial wellbeing and planning

Solvent exit planning is key for insurers ahead of imminent PRA Policy Statement

PRA’s consultation on solvent exit planning closed in April 2024 with Policy Statement due in H2 2024 and implementation scheduled for Q4 2025 Leaves firms with around a year to prepare for the revised regim...

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Broadstone

Broadstone Awarded Gold Ranking from Investor in Customers

Broadstone receives top ranking for sixth successive year with gold scores registered across all key areas and stakeholders Overall score increases from 8.53 in 2023 to 8.58 in 2024 demonstrating further com...

Trustee-advice (1)
Broadstone

Rahul Choudhary appointed Director of Regulatory Analytics at Broadstone

Rahul joins Broadstone from PwC and Standard Chartered Bank with over 14 years of sector experience He will support the expansion of Broadstone’s Insurance, Regulatory & Risk division across the regulato...

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Broadstone

Worse Things Happen at SEA: Solvent Exit Planning for Insurers

The PRA primary objectives include promoting the safety and soundness of firms and securing an appropriate degree of policyholder protection. Limiting the likelihood and impact of future insolvency of an insure...

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Broadstone

Charity Investment Consulting Partnership Launched to Drive Better Outcomes for UK Charities

The CICP will work with the Charity Commission, membership organisations, asset managers and stakeholders of the charity sector Aims to achieve better investment outcomes and practice across charity industry...

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Broadstone

Autumn Budget 2024: Pension Sector Runners and Riders

Autumn Budget fever has started earlier than ever this year and a number of potentially significant changes are rumoured to be under consideration by the Chancellor of the Exchequer, Rachel Reeves. With the ...