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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

  • Governance in UK Financial Services – Challenges for subsidiaries of international firms
    This paper outlines the current expectations of regulators in relation to governance arrangements of global financial services firms, considers how the right choice of governance model and senior management can help a firm meet the expectations of UK regulators whilst facilitating the requirements of a global business, and details the practical steps currently being taken by firms to this end.
  • OTC Derivatives – The new cost of trading
    Over-the-counter (OTC) derivative markets have been subject to significant change as global regulatory commitments become increasingly a reality. This paper explores how much more expensive cleared and non-cleared OTC derivative transactions will become as a result of the reform package in the EU, how the structure of OTC derivative markets is set to change and what strategic challenges arise for firms.
  • Striking the right balance: Conduct risk in wholesale insurance
    In this paper we look at how firms operating in wholesale insurance markets that take a proportionate approach to identify and mitigate conduct risk can drive commercial success.

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

  • Rethinking the response
    A strategic approach to regulatory uncertainty

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