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Financial Services

Recent market developments have led to the competitive and regulatory landscape evolving at unprecedented speed. As such, financial services organisations are having to understand and tackle a more complex matrix of organisational challenges.

At Deloitte, our specialist knowledge and industry experience enables our experts to deliver tailored solutions to help companies address these new challenges, maximise market opportunities and create competitive advantage. 

Financial services research & insights

  • Transition to the Senior Managers and Certification Regimes
    This paper from Deloitte’s EMEA Centre for Regulatory Strategy addresses the key points in the FCA/PRA consultation paper and sets-out our expectations of what this will mean for firms and individuals in practice, with a particular focus on the challenges and what firms should be doing to prepare.
  • What makes customers tick? Understanding customer behaviour in retail general insurance
    Based on a survey of over 2,800 customers, this report explores five seemingly 'irrational' behaviours and why customers adopt them. It also explores the implications of the behaviours and what insurers should do to improve customer experience. In the report we set out the findings of the survey and propose practical steps on how to improve customer experience.
  • Establishing a financial services institution in the UK
    The UK has received nearly £100bn in foreign direct investment into its financial services (FS) industry since 2007. As the UK continues to attract new international FS institutions to its shores, this new guide helps new entrants quickly get to grips with the steps to establishing their business in the UK.

Issues and trends within the financial services industry

  • Foreign Account Tax Compliance Act (FATCA)
    From 1 January 2013, the US Foreign Account Tax Compliance Act (FATCA) will require foreign financial institutions (FFIs) that enter into an agreement with the US Internal Revenue Service (IRS) to identify their US account holders and report them annually to the IRS.
  • Retail Distribution Review
    The Retail Distribution Review (RDR) is central to the FSA’s agenda of customer protection. It aims to drive structural change throughout the retail investments industry, in order to give consumers confidence that the advice they are given, and products they use, are best suited to their needs.
  • Mergers & acquisitions
    Over the last year, financial services organisations have been placed under unprecedented pressure, creating a situation where restructuring has become a critical issue.

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Our clients

Our experience of retail banking, capital markets, insurance and investment & wealth management has enabled us to work with many of the UK’s financial institutions. Our clients form the centre of our thinking, and by working in partnership with them we can provide fully integrated solutions to meet their needs.

Financial Services useful links

  • Meet the Financial Services team
  • In the press
  • Research & publications
  • Submit a request for proposal
  • Contact us

Highlights

  • Risk Appetite & Assurance
    Do you know your limits?
  • OTC Derivatives
    The new cost of trading
  • Striking the right balance
    Conduct risk in wholesale insurance

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