News and Insights

by Kelly Parsons

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26th August 2026

Why employer support matters for financial wellbeing and retirement confidence

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24th August 2026

Broadstone increases investment in senior advisory talent to meet increasing demand

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19th August 2026

Broadstone appoints Matthew Ford to lead its Insurance Advisory & Remediation division

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14th August 2026

The hidden reason your employee benefits strategy may be underperforming

by Sharon Harwood-Davis

13th August 2026

What are your benefits claims and workforce health data telling you about future people risk?

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3rd August 2026

Workplace pensions: participation is no longer the measure of success

by Matthew Downey

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The Real Price of AI: AI data centres, ESG risks and what investors should do

by Kelly Parsons

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The gender pension gap: what employers can do to improve retirement outcomes

by Crevan Begley

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Solvency II reform: the capital case for securitised credit

by David Brooks

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UK Pension Changes Summer 2026: Key updates for trustees and sponsors

by David Brooks

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Burnham – the long and winding road

by Harry Charalambous

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Redress Calculations for Lenders: Getting customer outcomes right

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Retirement Living Standards: are they helping your employees plan for the retirement they want?

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UK Insurance Landscape – Insight from Mutuals 2026

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Broadstone announces the rebranding of Rockstead to Broadstone Lending Advisory Services

by David Brooks

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Why Retirement Living Standards can’t be pension targets

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Insurance Advisory & Remediation – Newsletter – July 2026

by Daniel Murdoch

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IRB hybrid PD models: Basel 3.1, delivery challenges and strategic value explained

by David Brooks

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A new Prime Minister – and the chance to move the pensions debate on

by Jamie Burdess

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Navigating pensions and benefits challenges in UK universities: A strategic opportunity

by David Brooks

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How employers can make workplace pensions work with human behaviour

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Health risks, climate change and the growing relevance for protection insurers

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Insurance Advisory & Remediation – Newsletter – May 2026

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Are school endowments, foundations and long-term reserves ready for a tougher financial environment?

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Broadstone CARE: Broadstone launches dedicated service for trustees and sponsors of defined benefit schemes with legacy insured contracts

by Jamie Burdess

Is your school ready for the impact of the employment rights bill on pensions

30th April 2026

Employment Rights Act – is your school prepared?

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28th April 2026

Broadstone to administer new section of the Clara Pension Trust following the transfer of Videndum scheme members in the UK’s 5th superfund transaction

by Richard Pinch

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23rd April 2026

Motor finance redress: what the final FCA rules mean for lenders’ calculations

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17th April 2026

Private healthcare demand hits record levels: what this means for workforce productivity and business costs

by David Brooks

17th April 2026

The future of the State Pension: what’s changing and what’s here to stay

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10th April 2026

Empowering mutuals with targeted support

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26th March 2026

DC Trust, Master Trust or contract based – which should you choose?

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26th March 2026

SMEs need to review their pension provider

by Paul Matthews

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17th March 2026

FCA Credit Information Market reforms: what lenders need to do now

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10th March 2026

Broadstone Responds to DWP Consultation on Trustee Standards and Governance

by David Brooks

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10th March 2026

What’s actually changing in UK pensions in 2026? What dashboards, decumulation and DC consolidation mean for trustees

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10th March 2026

Just Group appoints Broadstone to its Third-Party Administrator panel

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Broadstone to acquire Rockstead and strengthen its Banking & Credit Advisory business

by Robin Watkins

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17th February 2026

Think salary sacrifice is just for pensions? Think again

by Kelly Parsons

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16th February 2026

Why financial education is key to a productive, resilient workforce

by Cormac Bradley

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13th February 2026

MGAs and Actuaries in 2026: A market shifting toward deeper analytical capability, greater independence, and stronger actuarial demand

by Jamie Burdess

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11th February 2026

Employee absence management: How employers can reduce cost and improve return-to-work outcomes

by David Brooks

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10th February 2026

Do politicians keep changing UK pensions? The reality for ordinary savers and trustees in 2026

by Craig Williams

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9th February 2026

Is your employee benefits platform working as well as you think? Why good governance could be the missing piece.

Pensions Schemes Bill and Section 37 Update

6th February 2026

Salary sacrifice for pensions: why it still pays to act now

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4th February 2026

World Cancer Day 2026: How Employers Can Support Early Cancer Detection

by Sharon Harwood-Davis

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2nd February 2026

Employee benefits: The challenges ahead and how to overcome them

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29th January 2026

Businesses plot expansion of company-funded PMI schemes to support health of employees

by Sharon Harwood-Davis

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26th January 2026

Smart ways employers can balance rising healthcare costs and employee expectations

by David Brooks

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20th January 2026

How inclusive design can improve workplace pension engagement

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19th January 2026

Why language matters when talking about pensions – and how to make it work for you

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15th January 2026

Complaints rise and redress jumps 20%: firms still need to strengthen customer outcomes

by Richard Pinch

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15th January 2026

Motor finance redress: what loss-based APR recalculation means for redress delivery

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12th January 2026

Why personal financial advice is worth more than you think

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5th January 2026

The next era of workplace wellbeing: personalised care, preventative action, and managers equipped to act early

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22nd December 2025

Broadstone awarded Investor in Customers 2025 Gold ranking

by Richard Pinch

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3rd December 2025

The Extended FCA Motor Finance Redress Consultation: What the Extra Time Means for Lenders

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2nd December 2025

Broadstone launches second UK Employee Benefits landscape report

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1st December 2025

Autumn Budget 2025 Webinar

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1st December 2025

Is earning over £100,000 costing your employees more than they gain?

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24th November 2025

The Build Up to the Autumn 2025 Budget: Our View on the Proposed Changes and Impact on Individuals and Employers

by David Brooks

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20th November 2025

Autumn Budget: Why the Rumoured £2,000 Salary Sacrifice Cap Could Undermine Pensions Reform

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17th November 2025

Climate Risk and Investment Strategy Webinar

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13th November 2025

Double Materiality: What Is It and What Does It Mean for Pensions in a Changing Climate?

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11th November 2025

Join Broadstone and HCA Healthcare for an exclusive HR leaders’ event on burnout and mental health

by David Brooks

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5th November 2025

Will the Government Slash Pensioners’ Tax-Free Cash? The Reality Behind the Rumours

by David Brooks

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5th November 2025

What Does Value Really Mean in Pensions? Why Peace of Mind Might Matter as Much as Performance

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3rd November 2025

Broadstone appoints Karen Graves as Non-Executive Director to support growth ambitions in the insurance market

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30th October 2025

Broadstone launches interactive Credit Risk Dashboard service to help lenders unlock smarter decision-making

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28th October 2025

Andrew Walton appointed Actuarial Director at Broadstone

by Craig Williams

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14th October 2025

Why Data and Benefits Technology are Reshaping Business Strategy

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13th October 2025

Climate Risk in Focus: Broadstone’s Assessment and PRA’s Evolving Expectations

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9th October 2025

Targeted support proposals could unlock greater savings engagement for Mutuals and Friendly Societies

by Jeremy Brown

7th October 2025

Why Employers Must Stop Whispering About Pensions and Start Leading the Conversation

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6th October 2025

Broadstone Named European Pensions Consultancy of the Year 2025: How We Combine Innovative Risk Transfer with Responsible Investment

by Kathryn Moore

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22nd September 2025

Unlocking the Power of Management Information for MGAs

by Ewen Tweedie

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17th September 2025

Two Years of Consumer Duty – What the FCA Expects from Firms Now

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10th September 2025

Broadstone appoints Cormac Bradley as Senior Actuarial Director to enhance general insurance capabilities

by Richard Pinch

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4th September 2025

FOS Reports Surge in Irresponsible Lending Complaints – What Firms Need to Do on Remediation

by Lindsay Kenny

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1st September 2025

How SMEs Can Offer Employees Big Benefits Without a Big Budget

by Richard Pinch

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19th August 2025

Motor Finance Redress: What the 1 August Ruling Means – and What Lenders Should Be Doing Now

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Majority of Mutuals Report AUM Growth and Own Funds Increasing

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2024 Solvency and Financial Condition Report Analysis

by David Hamilton

Office workers discussing in a board meeting.

The Dangers of Defaulting to Fast Track

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Broadstone Acquires ExactVAL to Strengthen Capabilities in the Life Insurance and Bulk Purchase Annuity Market

by John McCarthy

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Financial Education for Secondary School Students

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Railpen Sells Third-Party Pension Administration Business to Broadstone

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Bill Pedersen Joins Broadstone as Non-Executive Director to Deepen Insurance and Actuarial Capabilities

by Rahul Choudhary

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Navigating the Green Maze: What the PRA’s 2025 Climate Risk Consultation (CP10/25) Means for Financial Institutions

by David Brooks

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Artificial Intelligence (AI) – a growing challenge for trustees and providers

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PPF 20-Year Celebration

19th March 2025

What is Salary Exchange for Pensions?

by Natasha Conradi

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17th March 2025

Unlocking AI’s Potential in Consumer Lending: Why Model Monitoring is Essential

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11th March 2025

Free-Standing Additional Voluntary Contributions (FSAVCs)

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26th February 2025

The Mutual Impact: How the Mutual Sector Can Thrive in the UK’s Life Insurance Market

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3rd February 2025

World Cancer Day: The Power of Early Intervention for UK Employers

by David Brooks

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31st January 2025

Technical Consultation – Inheritance Tax On Pensions: Liability, Reporting and Payment

by David Brooks

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29th January 2025

Pensions Investment Review: Unlocking the UK Pensions Market for Growth

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28th January 2025

Broadstone celebrates record number of risk transfer deals in 2024 and predicts steady growth in small to medium sized transactions in 2025

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7th January 2025

Lovell Minnick Partners Announces Strategic Partnership with Broadstone

by Jason Oliver

6th January 2025

Embracing Dry January: A Win-Win for UK Employees and Employers

by Jason Oliver

Tax New Year - 2025

2nd January 2025

New Year New Start – staying on top of our financial responsibilities

by Ewen Tweedie

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5th December 2024

The Life Insurance Market: The Mutual Impact

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29th November 2024

Broadstone publishes 2024/25 Sustainability Policy and updates on progress

by Rahul Choudhary

29th November 2024

Staying Ahead – Key Insights from the PRA’s SS1/23 and Beyond

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26th November 2024

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

by Nick Brazier

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14th November 2024

Essential Strategies for Effective Financial Planning

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12th November 2024

The 2024 Budget – what are the implications for pensions redress?

by Rahul Choudhary

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4th November 2024

Navigating IFRS 9 ECL – Insights from the PRA Dear CFO Letter

by Jason Oliver

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30th October 2024

Achieving Good Member Outcomes in Workplace DC Pension Schemes: Introducing Broadstone’s Benefits Barometer

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25th October 2024

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

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22nd October 2024

Broadstone Awarded Gold Ranking from Investor in Customers

by David Brooks

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21st October 2024

Funding Code Discussion Webinar

by David Brooks

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21st October 2024

Pensions Review

by Susan Bourke

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18th October 2024

Breast Cancer Awareness Month: Empowering Employers and Employees

by Harry Charalambous

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16th October 2024

The Credit Risk AI Transformation

by Tom Cuppello

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15th October 2024

The Consumer Duty Journey: A New Checklist or a New Culture?

14th October 2024

Insurance Sector Regulatory Update September 2024

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11th October 2024

The FCA’s Latest Dear CEO Letter to Financial Advisers

by Rachel Coles

Two asian couples and men and women are together analyzing expenses or finances in deposit accounts and daily income sources with an savings economical concept.

11th October 2024

Supporting Employees Through Autumn Budget Challenges: Essential for Workplace Wellbeing?

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10th October 2024

Rahul Choudhary appointed Director of Regulatory Analytics at Broadstone

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8th October 2024

Understanding the Change in Redress for DB Transfers Since 2018

by Jason Oliver

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8th October 2024

The Importance of World Mental Health Day: Spotlight On Workplace Mental Health

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7th October 2024

Worse Things Happen at SEA: Solvent Exit Planning for Insurers

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7th October 2024

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

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3rd October 2024

Protecting Good Customer Outcomes

by Robin Watkins

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3rd October 2024

Stoptober: A Potential ‘Win Win’ for Both the Employer and the Employee.

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2nd October 2024

Autumn Budget 2024: Pension Sector Runners and Riders

Insurance Risk Monitor

1st October 2024

Broadstone Insurance Risk Monitor: Lessons from the CrowdStrike event and the need for enhanced risk modelling

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30th August 2024

Settlement Options for Pension Schemes

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19th August 2024

Broadstone’s Near-term Emissions Reduction Targets Approved by the SBTi

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12th August 2024

The Broadstone Advantage: How We Attract and Retain Our Award-Winning Talent

by Jason Oliver

Smiling group of diverse doctors discussing a patient's dignosis while standing together in a hospital corridor

12th August 2024

Know Your Numbers Week: Why It’s Essential to Know Your Numbers

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7th August 2024

How Broadstone is Taking a Realistic Approach to Leveraging Artificial Intelligence

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What is a Pension Trustee?

by Andrew Mobberley

Broadstone Understanding Alcohol Dependance

Understanding Alcohol Dependence: A Growing Concern in the UK

by David Brooks

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Section 37 case a decision point for trustees and sponsors

by Rachel Titchen

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Over £31bn charity money sat idle

Business project team working together at meeting room at corporate office

Broadstone launches dedicated Insurance, Regulatory & Risk Advisory division

by David Brooks

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Consultation on options for DB schemes

by Harry Charalambous

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26th April 2024

Spotlight on the UK Credit Risk Outlook

by David Hamilton

Business team reviewing a diagram or chart and financial reports for a return on investment or investment risk analysis or business performance.

25th April 2024

Statement of Strategy – TPR consultation response

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11th April 2024

Broadstone acquires Vestigo Partners Limited to deepen its credit risk and analytics capabilities

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14th March 2024

Broadstone works with advisers and the Trustees to secure the UK’s second ever superfund transaction with Clara

by David Brooks

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21st February 2024

Spring Statement Pensions Preview: A quiet fiscal event for pensions with tax tinkering to dominate

by Nathan Buckley

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16th February 2024

The importance of taking independent advice

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15th February 2024

Prevention is better than cure: the business case for workplace health screenings

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2nd February 2024

Employee Support Solutions for Cancer – The Role of UK Employers

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2nd February 2024

Broadstone launches Broadstone Engage

by Jason Oliver

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1st February 2024

Pulling the Right Levers: What action to take Amidst Economic Turbulence

by Rachel Titchen

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15th December 2023

Small Charities Investment Consultancy Service

by David Brooks

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5th December 2023

Autumn Statement Webinar

by David Brooks

Side view of two Caucasian women recording a radio talk show in a studio.

24th November 2023

David Brooks joins The Times Radio Show

by David Brooks

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14th November 2023

A pensions free King’s Speech

Employee benefits and good communications

10th November 2023

Broadstone receives Gold from Investor in Customers

Business people shaking hands in conference room

8th November 2023

The advent of the consolidator

by David Brooks

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16th October 2023

The Levy that broke the camel’s back

by David Brooks

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11th October 2023

Broadstone’s Sirius Index – January to June 2023

by Liz Loosmore

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20th September 2023

Broadstone receives PPF Trustmark for specialist administration and actuarial assessment work

by Chris Hughes

Attractive men and women after a training or a conference. Employee education concept.

29th August 2023

Winning the war for Trustee talent

by Rachel Titchen

Human hands help plant seedlings in the ground, the concept of forest conservation and tree planting.

10th August 2023

Latest guidance from the Charity Commission on investing charity money

by Nick Brazier

5 Clever Ideas to Improve Your Employee Experience

Concentrated,Skilled,Young,Indian,General,Practitioner,Doctor,Explaining,Test,Results

Top Industries That Provide Private Healthcare Benefits to Employees

by David Brooks

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Think tank fever for pensions

Private Medical Insurance (PMI)

by David Brooks

Side view of two Caucasian women recording a radio talk show in a studio.

The return of the Broadstone Academy

Business project team working together at meeting room at corporate office

Broadstone named best-third party administrator – AGAIN!

Trustee-advice (1)

Broadstone acquires OAC PLC

Employee Benefits Consulting

20th March 2023

Creative Ways of Communicating Employee Benefits

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13th March 2023

Starting up in the UK

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Best Company Perks to Boost Staff Productivity

28th February 2023

Broadstone donates IT equipment to Turing Trust

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15th February 2023

Broadstone Sirius Index: Continuing market stability through January

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10th February 2023

Broadstone to acquire H&C Consulting Actuaries

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1st February 2023

As the NHS waiting list reaches staggering 7.2 million, private medical insurance (PMI) demand is on the up

26th January 2023

Employee Benefits: What Are They and How Do They Work?

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10th January 2023

Broadstone Sirius Index: Self-sufficiency funding stabilises after Autumn volatility

14th December 2022

Broadstone receives Gold ranking from Investor in Customers

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2nd December 2022

Broadstone launches the Broadstone Sirius Index (BSI) to track scheme ‘self-sufficiency’

18th November 2022

Pension Awareness Campaign Webinar and Live Q&A

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8th November 2022

Broadstone announces new Employee Benefits leadership team

2nd November 2022

Broadstone partners with Workstars to celebrate the achievement of UK employees

20th October 2022

David Brooks appointed Broadstone’s new Head of Policy

10th October 2022

Broadstone launches new brand identity

23rd September 2022

Broadstone partners with Fruitful Insights to boost wellbeing offering

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1st September 2022

Broadstone appoints new Head of Pensions Administration

by Rachel Meadows

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26th August 2022

5 Strategies to deploy in improving staff retention

by Ian Roylance

22nd August 2022

15 job perks you need to be providing for your employees

by Rachel Meadows

2nd August 2022

5 things you can do to help improve your employees’ Financial Wellbeing

International Day of Friendship 2022

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5 things we’ve learnt about the Transfer Regulations

Pension top tips: treat your pension like your dog

Cervical screening: supporting employee health

Employee wellbeing: combatting the cost of inflation

Men’s Health Week 2022: what it means for employers

by Ceri Stewart

Nutrition in the workplace

Five easy steps to improving employee nutrition

by Ian Roylance

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Provide ALL your staff with good retirement advice

by Steven Morris

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Employee Benefits: Are you a leader or follower?

Health and Wellbeing: How bank holidays benefit employees

A critical time for Key Person insurance

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Broadstone named best third-party administrator

by Andrew Burgess

Pensions a decade of auto enrolment and rdr

Pensions: A decade of auto enrolment & RDR

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Broadstone runners raise money for the British Red Cross Society Ukraine appeal

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Being popular isn’t all it’s cracked up to be

by Rachel Meadows

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Pension scheme engagement for employers

by Rachel Meadows

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A decade of RDR and auto enrolment – market & pricing changes over the last ten years and the impact on decisions made when setting up a pension

During Mental Health Week 2022, be the reason someone reaches out for support

by Greg Nicholls

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Good governance is worth its weight in gold

by Sarah Elwine

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Diversity & inclusion – menopause

by Simon Pickerill

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Protecting the wellbeing of your Far East expats in the UK

27th April 2022

Stress Awareness Month: prevention and early intervention are better than waiting for the storm to pass

by David Brooks

13th April 2022

Rising inflation

by Rachel Meadows

12th April 2022

Is it possible to close the gender pay and pension gap?

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11th April 2022

Mental health at work: The impact of the rising costs of living

29th March 2022

Are we all losing in the big NHS waiting game?

by John Broome Saunders

24th March 2022

The impact of high inflation for DB pension schemes

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22nd March 2022

Broadstone Group Appoints Interim CEO

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14th March 2022

Broadstone Group acquires the book of business from Charterhouse Consultancy

by Nick Brazier

How green are your employee benefits?

How green are your employee benefits?

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Fiduciary Manager re-tenders – driving manager changes or just fee reductions?

by Freelance writer: Ricole Janeen

22nd February 2022

Why having a wellbeing strategy matters

by Paul McGuckin

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21st February 2022

The ever changing expectations of employees, and what that means for you

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14th February 2022

Teachers’ Pension Scheme – Parliamentary questions

by Penny Stanley

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25th January 2022

TPR Single Code ESoG & ORA update

by Andy Thomson

18th January 2022

Lower levies for small DB pension schemes

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17th January 2022

What is Blue Monday, and why does it affect you as an employer?

by Base Creative

20th December 2021

Rising UK inflation

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11th November 2021

Microaggressions and the impact they can have on individuals in the workplace

by Simon Pickerill

25th October 2021

Small scheme consolidation – new Value for Members push

by David Brooks

20th October 2021

The Pensions Regulators (TPR’s) new powers – Fines

by Bob Jenkinson

30th September 2021

New Code of Practice – an opportunity for effective change?

by Grant Stobart

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Broadstone Acquires PwC Private Client and Treasury Investment Team

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Join our webinar on Professional Corporate Sole Trusteeship with David Fairs from The Pensions Regulator

by Nick Brazier

23rd April 2021

From the E to the S to the G – why is it here, what is it and how does it affect me?

by Grant Stobart

Aerial view over the village of Broadway, Cotswolds, Broadway, Worcestershire, England, United Kingdom, Europe

13th April 2021

Broadstone Group acquires Midlands-Based Quattro Pensions

Latest update – independent schools leaving the Teachers’ Pension Scheme

by Andrew Mobberley

Employee benefits and good communications

Bespoke employee benefits and great communications

by Matt Dorrington

16th March 2021

Stick or fold – the trustees gamble for 2021 and beyond!

by Simon Pickerill

15th March 2021

New statutory Value for Members requirements – what will they mean for your scheme?

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9th February 2021

The weather is changeable, but McCloud is now set fair for teachers

by Susan Bourke

1st February 2021

Are you making use of your Employee Assistance Program (EAP)?

27th January 2021

TPS consultations – ‘lessons learned’ since 2018

by David Brooks

19th January 2021

Join us in the fight against pension scams

by Grant Stobart

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19th January 2021

Broadstone Secures New Backing to Support Ambitious Growth Plans

by Rachel Meadows

14th January 2021

High Earners strategy

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18th December 2020

Independent schools exiting the Teachers’ Pension Scheme pass 200 at end of 2020

by Digital Uncut

10th December 2020

Cashflow Driven Investing: Taking animal spirits out of the funding plan

12th November 2020

A TPS ‘phased withdrawal’ will soon be an option

by Ian Roylance

7th October 2020

Nearly £20bn of pensions unclaimed in the UK: can you trace your lost pots?

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14th September 2020

DB scheme sponsors must prepare for the new funding regime – sooner rather than later

by David Hamilton

4th September 2020

Our Response to The Pensions Regulator New Defined Benefit Funding Code

by Simon Pickerill

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11th August 2020

2020 Pension Annual Benefit Statements

Financial Crossword

DB transfers – forthcoming service standards

by David Brooks

Company financial difficulties – involving the pension scheme

by Chris Hampson

Tax Relief Available – Working From Home

Lifetime ISA update

by David Brooks

Fighting pension scams

COVID-19 impact on pension scheme mortality projections

Power of Attorney

Planning for retirement

Investments update – Property funds

by Andrew Burgess

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27th April 2020

Is now the right time to access your pension pot?

by Rachel Meadows

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23rd April 2020

A guide to working from home

by John McCarthy

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23rd April 2020

Pension Default Funds

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16th April 2020

Independent Schools – serious issues to contend with, including staff pension costs

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24th February 2020

The Pensions Regulator bites!

by Nick Brazier

Financial Doodles

20th November 2019

Financial wellbeing – what does it mean for your employees?

by Grant Stobart

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23rd October 2019

Broadstone completes the Group’s largest acquisition of 2019

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20th September 2019

Teachers’ Pension Scheme – latest developments

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6th September 2019

The clock is ticking on GMP equalisation

Leaving the teachers pension scheme

Teachers’ Pension Scheme – lessons learned in the first half of 2019

Calculating the risk on defined benefit pensions

Calculating the impact of risk on defined benefit pensions

by Matt Dorrington

Healthcare, medical, insurance fees or financial health check concept, stethoscope with pink piggy bank on wooden table.

Introducing financial wellbeing into the workplace

by Grant Stobart

Panoramic view to the skyline of the City of London, financial district, just after sunset, United Kingdom

Broadstone has acquired specialist IPMI and employee benefits consultancy – 3HR Benefits Consultancy

by Grant Stobart

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30th April 2019

Broadstone Group acquires Glasgow-based Thomson Dickson Consulting

by Ceri Stewart

29th April 2019

Is it time to start offering ‘sleep’ as an employee benefit?

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14th March 2019

Teachers’ Pension Scheme – to leave or not to leave?

by Andrew Mobberley

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13th March 2019

Is a stand-out benefits package the key to staff retention in the legal sector?

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13th March 2019

Broadstone shortlisted at the UK Pensions Awards 2019

by Grant Stobart

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International Women’s Day at Broadstone

by Grant Stobart

31st January 2019

Broadstone Group acquires CS Financial Solutions to drive continuing growth in the employee benefits market