Thought leadership and strategy for global financial institutions.

The situation

The EU's Savings and Investments Union package and its new digital rules bring many changes at once. Each one touches an insurer's products, distribution and strategy, and they affect each other.

What the work covers

• Following the whole Savings and Investments Union package and the EU's new digital rules, such as FiDA and the Digital Fairness Act.
• How supervisors are likely to apply the rules.
• What each rule means for the company: its products, distribution and plans.
• Input to consultation responses and positions.
• Briefings and presentations for the board.
• Thought leadership on the areas that matter to the company, for example an overview of savings and investment accounts, a map of national approaches, and what they mean for insurers.

What makes it different

More than an update from Brussels: how the files fit together, and what they mean for the business.

What it gives the company

• It knows what to expect, before the rules are final.
• Its positions reach the debate at the right time, clearly and convincingly.
• The board sees the new rules as one picture, early enough to act.

This work is part of Regulatory strategy and public affairs. See the offer for firms