Association of Financial Mutuals

BP&E Global works extensively with members of the Association of Financial Mutuals who have a diverse and geographically spread membership. In addition to Board Evaluations and Coaching, our team of experienced specialist consultants work with several industry bodies, institutes and associations and provide:

  • Bespoke events tailored to address the sectors main concerns
  • Expert speakers on governance, board evaluations and senior management requirements
  • Webinar presentation to reach the whole membership
  • Articles covering topical areas of interest to Directors and Non-Executive Directors in the sector   

In our experience, challenges for Boards in the financial services sector include understanding the impact of Senior Manager regime, and what regulators are looking for when they ask questions, managing the diverse range of knowledge and experience of Directors and balancing the need to adopt regulations designed for profit making entities with the mutual concept.    

Many of our team have been regulators themselves and we ensure we keep up-to-date with regulatory and governance developments, speaking regularly at conferences on board performance matters and writing articles for publication by ICSA, , Thomson Reuters and more. We address both the policy and people aspects of Board effectiveness and performance through a combination of:

  • Commercial understanding of the sector
  • Knowledge of regulatory and legal requirements and the latest thinking on governance issues
  • Development and coaching expertise to fully analyse the issues and address them
  • Independent support for Directors through the S166 process

Our work with members of the Association of Financial Mutuals is led by Judy Delaforce, Chief Executive of BP&E Global, who has worked extensively at Board and senior management level with a wide range of organisations in the financial services industry, including many financial mutuals.

Clients in this sector include Metropolitan Police Friendly Society Ltd, Benenden Healthcare Society Ltd and UIA (Insurance) Ltd. Visit our clients page to see a full list.

BP&E Global performed a thorough external evaluation of our Board in 2017, we found working with BP&E to be highly rewarding as the evaluation was carried out to a very professional standard. The recommendations were insightful and very useful to our governance process, helping to stimulate the debate necessary to move the company forward.
Chair UIA Mutual Insurance Ltd read more

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