Mutuals

Our team have a long history of working with mutual organisations; whether these are smaller friendly societies, credit unions or larger building societies our approach is consistent, we form a professional relationship to build client solutions which meet your needs, support your business and deliver the value you require.

Our team have worked with:

• Friendly Societies

• Credit Unions

• Mutual Insurance

• Mutual Building Societies 

Our team are familiar with the Financial Conduct Authority (FCA), Prudential Regulation Authority (PRA) and the relevant Sourcebook requirements, and have been directly involved in representing clients during regulatory visits. Our team members have worked with clients who are members of the Association of Financial Mutuals (AFM) and delivered sessions at AFM events. 

Our team are experienced in the breadth of activity including governance, risk management, compliance, financial, human resources, savings and loans, premiums, underwriting, payment services, counter fraud, performance / quality data sets and cyber.

As professional internal auditors, we recognise and deliver services which are aligned to the Institute of Internal Auditors (IIA) International Professional Practice Framework (IPPF) and specifically the IIA Financial Services Code of Practice.

Our objective is simple we want to assist every client to better manage risk, improve their service offer to members, and optimise their performance.

We can work with clients on various levels ranging from one off consultancy, through to co-sourced or fully outsourced internal audit solutions. Our team are supported by our network of Strategic Business Partners.