Featured items
Continuing Professional Development (CPD)
- Article
- 23 Dec 2024
- ICAEW
Advice on the CPD process for ICAEW members, including keeping a CPD record.
Exclusive
Top 10 AI adoption questions for businesses and ICAEW members
- Article
- 29 Aug 2024
- ICAEW Financial Services Faculty
Artificial Intelligence’s (AI) potential to transform how businesses operate has led to a growing number of organisations to consider the impact that AI can, and will, have upon them.
Exclusive
IFRS 17: Observations from first year implementation
- Webinar
- 21 Jun 2024
- ICAEW Financial Services Faculty
The Financial Services Faculty delves into the intricacies of IFRS 17, explore its impact on the insurance industry, and unlock the strategies for seamless compliance.
Exclusive
Introduction to PCAF – how to account for GHG emissions related to financial activities
- Webinar
- 30 Apr 2024
- Financial Services Faculty
An overview of the Partnership for Carbon Accounting Financials (PCAF’s) Standard for measuring and disclosing on the GHG emissions associated with the financial activities of banks, (re)insurers, asset owners and managers.
Exclusive
Assurance challenges in the context of CSRD
- Article
- 20 Mar 2024
- Polly Tsang
Polly Tsang, Senior Financial Services Regulatory Manager, considers some of the challenges of assurance over CSRD.
Exclusive
Labour’s plans for financial services: evolution rather than revolution
- Article
- 14 Mar 2024
- ICAEW Financial Services Faculty
As the UK gears up for a general election, the parties have been readying their manifesto positions, including for financial services.
Webinars
Book your place on one of our upcoming webinars and browse and watch past events.
APP Scams – What are they? How to avoid them? How to get reimbursed?
- 28 Mar 2025
This webinar is designed to appeal to a wide audience, including consumers, businesses, small accountancy practices, fraud advisors, and payment firms/banks.
ECL Models under stress addressing emerging macroeconomic and geopolitical risks
- 29 Apr 2025
Join us for an expert-led discussion on refining ECL models to navigate uncertainty with confidence.
Investment Management Focus
Exclusive
Issues with Building Society audits
- 13 Mar 2025
- Simon Gibbs
The BSA has called for the “vast majority of building societies to be removed from the scope of Public Interest Entities audits1” due to excessive audit costs. More may be needed.
Exclusive
Crypto custody shake-up: How SEC & FASB are rewriting the rulebook for US banks
- 04 Mar 2025
- ICAEW Financial Services Faculty
The Securities and Exchange Commission (SEC) has recently updated its guidance on the accounting treatment of crypto-assets held by entities for their platform users. This update involves the rescission of Staff Accounting Bulletin (SAB) No. 121 and the introduction of SAB No. 122.
Exclusive
HMT Growth Strategy: Our response to the call for evidence
- 23 Jan 2025
- ICAEW Financial Services Faculty
In November last year, HM Treasury (HMT) launched a Call for Evidence on the Growth Strategy for Financial Services. Given that the financial services sector accounts for 10% of the UK’s economy, it is clear why the government sees this industry as a key driver of growth.
Exclusive
The fight against APP scams: How new measures protect consumers
- 23 Jan 2025
- ICAEW Financial Services Faculty
What is an APP scam? Why do consumers need to be protected?
Exclusive
ICAEW’s response to the FCA’s Safeguarding Consultation
- 21 Jan 2025
- ICAEW Financial Services Faculty
The Institute of Chartered Accountants in England and Wales (ICAEW) recently provided their feedback to the Financial Conduct Authority (FCA) regarding proposed changes to the safeguarding regime for payments and e-money firms. The consultation, which concluded on December 17, 2024, aimed to gather insights and opinions on the potential impacts of these regulatory adjustments.
Exclusive
Sustainability Reporting in Financial Services: A Progress Report
- 17 Jan 2025
- ICAEW Financial Services Faculty
Sustainability reporting is rapidly evolving as a critical component of corporate accountability and transparency, particularly in the financial services sector.
Exclusive
Insights from FSB report on climate related vulnerabilities
- 17 Jan 2025
- ICAEW Financial Services Faculty
The Financial Stability Board (FSB) has released an important report titled Assessment of Climate-related Vulnerabilities: Analytical Framework and Toolkit,.
Exclusive
Accounting for Dynamic Risk Management: challenges for insurers
- 07 Nov 2024
- ICAEW Financial Services Faculty
It seems likely that the IASB’s current proposals for accounting for dynamic risk management (DRM) will not help insurers better present their risk management approaches. Standard setters and the industry will need to undertake further thinking to develop a suitable accounting framework for DRM within insurers.
Regulation
Exclusive
Climate based disclosure guidance under IFRS S2 for Insurers
- Article
- 16 May 2024
- ICAEW Financial Services Faculty
With the release of IFRS S2 Climate-related disclosure in June of 2023, insurers who are considering a voluntary application of the standard in advance of any endorsement by local authorities are looking into what the new requirements mean for them.
Introduction to PCAF – how to account for GHG emissions related to financial activities
- Speech or presentation
- 30 Apr 2024
- PDF (2,490kb)
- Financial Services Faculty
Twitter
LinkedIn
Facebook
Email
An overview of the Partnership for Carbon Accounting Financials (PCAF’s) Standard for measuring and disclosing on the GHG emissions associated with the financial activities of banks, (re)insurers, asset owners and managers.
Exclusive
Regulatory update February 2024
- Newsletter
- 18 Mar 2024
- ICAEW Financial Services Faculty
The following is a list of some regulatory publications or announcements from February 2024 affecting UK financial services.
ICAEW REP 015/24 DP 234 Regulating Cryptoassets - phase 1 Stablecoins
- Representation
- 07 Feb 2024
- PDF (394kb)
- ICAEW Digital Assets Working Party
A representation dated 5 February 2024 to a consultation published by the Financial Conduct Authority on 6 November 2023.
Exclusive
Using tokenisation within exchange, clearing and settlement
- Article
- 20 Oct 2023
- ICAEW, Financial Services Faculty
Enhanced trust, efficiency and security in financial markets make blockchain a promising innovation for the future of trading and asset management.
ICAEW REP 037/23 HMT consultation and call for evidence Future Financial Services Regulatory Regime
- Representation
- 28 Apr 2023
- PDF (249kb)
- ICAEW Digital Assets Working Party
A representation dated 28 April 2023 to a consultation published by HM Treasury on 1 February 2023.
Exclusive
Update on the Green Finance Initiative
- Article
- 22 Jul 2022
- Financial Services Faculty
The ICAEW Financial Services Faculty reports on the response to the BEIS update on the Green Finance Initiative.
Exclusive
Financial crime: catching rogues without killing competition
- Article
- 26 Apr 2022
- Laura Miller
The Financial Services Faculty asks where the line is between good controls on fraud and relieving regulations to stimulate competition.
eBooks
The Library & Information Service provides a collection of eBooks as a benefit of membership. Please log in to access these titles. If you are unable to access an eBook, please see our Help and support or contact library@icaew.com.
Exclusive
Asset allocation and private markets: a guide to investing with private equity, private debt, and private real assets
- eBook
- 2021
- Cyril Demaria, Maurice Pedergana, Remy He, Roger Rissi, Sarah Debrand
- Wiley and Sons
When people talked about “investments,” they basically meant publicly traded stocks and bonds. While there’s no standard definition of alternative investments, they can be understood as “alternatives to stocks and bonds” or simply “everything else,” and decades ago they were largely unknown.
Exclusive
ESG investing for dummies
- eBook
- 2021
- Brendan Bradley
- John Wiley & Sons, Inc.
Aims to educate potential ESG investors about the opportunities, but to also highlight the risks.
Exclusive
Financial Times guide to investing: the definitive companion to investment and the financial markets
- eBook
- 2020
- Glen Arnold
- Pearson Education Limited
The book is the definitive introduction to the art of successful stock market investing, debunking the myth that investing is only for the wealthy. Covers the basics of what investors do and why companies need them, through to the practicalities of buying and selling shares and how to make the most from your money.
Exclusive
Volatility: practical options theory
- eBook
- 2018
- Adam S. Iqbal
- John Wiley & Sons, Inc.
This book studies options, the financial contracts that provide exposure to volatility. The main objective in this book is to provide an intuitive, as well as technical, understanding of both the basic and advanced ideas in options theory, with the aim of encouraging translational work from theory into practical application by market makers, portfolio managers, investment managers, risk managers, traders, and other market practitioners.
Exclusive
How the stock market works: a beginner's guide to investment
- eBook
- 2017
- Michael Becket
- Kogan Page
A guide to how the stock markets work and the effects of the market on savings, investment portfolios and pensions.
Terms of use
You are permitted to access, download, copy, or print out content from eBooks for your own research or study only, subject to the terms of use set by our suppliers and any restrictions imposed by individual publishers. Please see individual supplier pages for full terms of use.
Join the Financial Services Faculty: Investment management
Investment managers are faced with intense regulation, disruptive technology and increasing pressure. Our unique perspective and ability to convene stakeholders right across the financial services landscape, means we can provide you with technical insights and independent expert analysis. Membership is open to everyone - non ICAEW members are also welcome to join.
Information
Some of the content on this web page was provided by the Chartered Accountants’ Trust for Education and Research, a registered charity, which owns the library and operates it for ICAEW.