Financial Services

Gain sector-specific technical support and expert opinions to keep you up to date in a fast-changing environment.

Featured items

CPD is changing

From 1 November 2023, revised continuing professional development (CPD) Regulations are being introduced. Find out why ICAEW is changing its CPD requirements, who is affected and what is changing.

Hub page Continuing Professional Development (CPD)

AI takeover, part 1: risks and opportunities for financial services

Polly Tsang, Financial Services Manager at the ICAEW navigates AI's potential to reshape financial services over a two-part series. First up: the risks and opportunities to the industry.

ICAEW Insights

Article Viewpoints June 2023

What are the lessons learned from SVB’s collapse?

Reuben Wales, ICAEW’s Head of Financial Services, explains how recent interest rate rises played their role in Silicon Valley Bank’s demise.

ICAEW Insights

Article Viewpoints March 2023

Regulatory Update July 2023

The following is a list of some regulatory publications or announcements from July 2023 affecting UK financial services. 

ICAEW Financial Services Faculty

Article Financial Services Faculty

Financial Services Faculty events and webinars

Stay up-to-date with the fast moving world of financial services by attending our events and webinars. Our 2023 schedule is available to view.

Financial Services Faculty

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Unpacking the lessons learned from the failure of SVB

Join your Financial Services team for this webinar where we go through some of the issues surrounding the collapse of SVB.

ICAEW Financial Services Faculty

Webinar Financial Services Faculty webinars

SMCR reform: proposals for change in challenging times

The government is seeking to review the SMCR as part of its Edinburgh reforms, but how do reforms looks set to pan out and how will potential changes help the government meet its objectives of supercharging the UK’s financial services sector?

ICAEW: Financial Services Faculty

Article

Treasury sets out plans to regulate crypto

ICAEW welcomes government plans to regulate crypto asset activities as an open consultation is launched seeking views on improving market integrity and consumer protection.

ICAEW Insights

Article Viewpoints February 2023

In this section

Banking

Practical guidance, commentary and support on the banking sector for financial services professionals.

Financial Services Faculty

Hub page Financial Services

Insurance

Practical guidance, commentary and support on the insurance sector for financial services professionals.

Financial Services Faculty

Hub page Financial Services

Investment management

Practical guidance, commentary and support on the investment management sector for financial services professionals

Financial Services Faculty

Hub page Financial Services

Webinars and virtual events

Did you know you get specialised webinars as part of your ICAEW Financial Services membership? With topics ranging from IFRS17, Climate Change, and opportunities to hear direct from UK regulators such as the FRC, FCA or the Bank of England.

Upcoming features

Date	Webinar title	Accessibility and cost	Booking
19 October 2023	Demystifying the digital pound and CBDCs – an introduction	Available to all members	Book now
4 October 2023	CASS 5 audits - insights and hot topics	Available to all members	Book now

See the full list of available events and webinars.

On-demand webinars and recordings

Date	Webinar title	Access your learning
7 September 2023	Silicon Valley Bank failure and social media risk In this webinar we will explore how banks might avoid bank runs in the age of social media.	Access available recording
21 June 2023	Unpacking the lessons learned from the failure of SVB Join your Financial Services team for this webinar where we go through some of the issues surrounding the collapse of SVB.	Access available recording
20 April 2023	Basel 3:1 the final parts of the prudential reforms? This webinar will provide members with an overview of the final parts of the Basel reforms to be implemented in the UK.	Access available recording
01 March 2023	Beyond Bitcoin: A new year with new challenges for cryptocurrencies & digital assets This webinar will evaluate the prospects for crypto in 2023 and beyond looking at what's hot and what's not.	Access available recording
17 January 2023	CASS Audits 2023 A high-level run through of all you need to know regarding the CASS rules.	Access available recording
06 October 2022	Safeguarding A high-level run through of all you need to know regarding the Safeguarding rules and key lessons learnt from Safeguarding audits.	Access available recording
06 July 2022	Beyond Bitcoin: Cryptoassets and associated tax challenges in 2022 This webinar examines the advancements of the volatile crypto market and NFTs.	Access available recording
18 January 2022	CASS Audits 2022 (membership only) Exclusive to ICAEW Financial Services members, this webinar gives a high-level run through of all you need to know regarding the CASS rules. Perfect for those planning for their CASS audit as well as practitioners preparing for their clients.	Access available recording
Multiple during September 2021 and October 2021	ESG Risk Series Topics discussed will follow the science-data-risk-reporting-assurance theme. This will enable you, the audience, to treat the series as an introduction to ESG principles and requirements and appreciate all the challenges of meeting them.	Access available recordings

See the full list of on-demand webinars and recordings.

Financial Services Faculty Helpsheets

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