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Momentum Meets: Helen and Steve (Compliance Team)
We focus on Compliance and Governance - a crucial area for brokerages, both new and established. Joining Alistair Body are two members from our very own Compliance Team: Steve Walton, Quality and Compliance Director and Helen Webster, Quality & Compliance and Onboarding Coordinator.
Together, they discuss:
✅ The importance of compliance with an example that saw a brokerage being wound up
✅ How they’re expanding learning tools to better support CPD points
✅ Effective oversight and partnership strategies for Appointed Representatives
Steve and Helen also share their forward-thinking perspectives on fostering partnerships, maintaining transparency around complaints, and preparing for the next wave of regulatory changes.
If you're looking to start your own brokerage and want more information on how Momentum Broker Solutions can support your journey, then reach out to Alistair Body on LinkedIn.
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17. Momentum Meets: Adam Stanger
29:54||Season 2, Ep. 17This episode is focussed on someone who has set up their own brokerage in one of the furthest corners of the UK and works tirelessly to serve his local community. I'm pleased to welcome Adam Stanger of Orkney Insurance Brokers.Adam's journey into the world of insurance started after he left school to work at the Bank of Scotland, then took some time to travel and explore. The last 16 years have been in broking, starting his own business in 2022.We talk about:The importance of a truly local broker - and how different it is working on the island of OrkneyThe challenges of Scottish broking, especially with the centralisation of underwriting in EnglandOrkney's rich maritime historyIf you're looking to start your own brokerage and want more information on how Momentum Broker Solutions can support your journey, then reach out to Alistair Body on LinkedIn.15. Momentum Meets: Sam Bowen
28:14||Season 2, Ep. 15"I like telling people about my plan because it holds me to account if I'm not delivering... And I don't like to fail."For our latest episode, Alistair Body is joined by Woking-based Sam Bowen who set up Opal Black in 2022. For Sam, the dream is to grow a network of independent local brokerages that will support communities. Two years into his business plan and he's just completed his first acquisition - but promises there is more growth to come.In this episode, we also hear:How enrolling with a life coach has widened his perspective, and gives him chance to reflectWhy he left a self-employed insurance roleAbout the support that Momentum have offered to allow Sam to rewrite his business planIf you're looking to start your own brokerage and want more information on how Momentum Broker Solutions can support your journey, then reach out to Alistair Body on LinkedIn.14. Momentum Meets: Martin Castleton
25:17||Season 2, Ep. 14"When the pressure comes in terms of financial growth, it takes you further away from what you should be there for."Our latest guest is Martin Castleton of Aureum Insurance. A self-confessed petrolhead with a passion for cars, Martin began his journey in the insurance industry at the Motor Insurance Bureau in 1997.After holding senior positions throughout his career, he decided to advance his career and start his own insurance brokerage with the support of his school friend Dean.In this episode, we delve into:🚗 Why Martin chose the insurance industry instead of following a career in law🚗 Prioritising client service over corporate metrics and the importance of personal relationships in the insurance industry🚗 The impact of venture capital on the insurance market and its effects on client care and broker operationsIf you're looking to start your own brokerage and want more information on how Momentum Broker Solutions can support your journey, then reach out to Alistair Body on LinkedIn.13. Momentum Meets: Sanjay Patel
23:10||Season 2, Ep. 1312. Momentum Meets: The Apprentices
19:10||Season 2, Ep. 12It's time to shine the spotlight on our upcoming talent - The Apprentices!Alistair Body talks with Cam, Charlotte, Connor and Nyle to reveal why they chose to earn while they learn and uncovers🎓 who's tried an apprenticeship before🎓 why one person switched from broking to business systems🎓 which person left a trainee management scheme at a bakers🎓 who has a budding passion for ITIf you'd like to join our Apprenticeship Programme, click through to our website to apply and join our dynamic team!11. Momentum Meets: Rob Dakin from Axa
30:20||Season 2, Ep. 11In this episode, we feature Rob Dakin, Head of Business Resilience Management Delivery at AXA. Rob brings a wealth of experience and insights from his extensive work in risk management and his close collaboration with Momentum and its broker partners over the past two years. We learn how AXA is transforming high-risk scenarios into insurable opportunities and how brokers can leverage these insights to better serve their clients.You'll hear Rob discuss:📋 market shifts📋 the role of surveys - and tips for brokers on how to approach them📋 the evolving landscape of risk management10. Momentum Meets: Dean Holloway
21:22||Season 2, Ep. 10We head to Somerset to meet Dean Holloway of Holloway Insurance Services. You'll hear:💻 how owing his own brokerage has improved Dean's health💻 the importance of remaining truly local💻 why he continues to push his online presenceBe our next guest: momentumsolutions.co.uk/podcast9. Momentum Meets: Sam Franks
28:38||Season 2, Ep. 9Sam Franks - Beazley 's UK Regional Development Manager and Head of Birmingham Office - joins Alistair Body on the latest episode of our Momentum Meets podcast. You'll hear:📈 how Beazley approach emerging risks, including a product that has been rolled out in the USA📈 a brief touch on the election and what it can mean for the market📈 why we need to be more proud about working in our industryWe also learn more about Sam - including his volunteering with local schools, to supporting children and adults with complex learning needs. And, despite his busy agenda, he still manages to find time to head out for a run...Be our next guest: momentumsolutions.co.uk/podcast