Think giving…announcing our UNA Conference charities for 2021

Selecting the charities for us all to support at the UNA Conference is no mean feat…we want our philanthropic efforts to be relevant, not only to our members but to our partners, stakeholders and our customers. It’s no secret that we are incredibly mindful of mental health and we bring this to the fore often. This year, we are taking our support of the mind to the next level, championing Insurance United Against Dementia, and Nordoff Robbins. So what are these charities all about? And why have we chosen them? 

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Thomas Carroll Completes Acquisition

Long standing UNA Member Thomas Carroll has today welcomed its acquisition of Cardigan-based Delwyn Griffiths Insurance as the next step in its continuing expansion plans.

The Thomas Carroll Group, which has been trading in Wales for nearly 50 years, has taken the reins of the business which has provided independent insurance advice to local individuals and businesses in West Wales since 1983. All services and existing policies will continue as normal for clients and its office will remain open, supported by Thomas Carroll’s office in Haverfordwest.

2021 has seen Thomas Carroll’s turnover grow to almost £12 million, with client retention at a record high of 96%. The company reported a pre-tax profit of £1.9 million in the year to December 31, 2020, up 13.4%, and an increase in turnover to £11.7 million, up 4%. The group, which employs 160 people and is actively recruiting, has appointed Karon Leahy as private client account executive to support the personal insurance needs of clients in Cardigan.

Meanwhile, Simon Lawrence, branch director for Thomas Carroll in Haverfordwest, will be responsible for the insurance needs of businesses in Cardigan and for supporting Delwyn Griffiths’ business clients going forward. Lawrence has over three decades of experience in insurance in Pembrokeshire and has headed up Thomas Carroll’s Haverfordwest branch for the last five years.

Rhys Thomas, chief executive of Thomas Carroll Group plc, said: “For many years, the Thomas Carroll Group has enjoyed a strong presence in West Wales. Like Delwyn Griffiths Insurance, we have built our business based on strong values, trust and a solid reputation. We are honoured that Delwyn Griffiths has placed its trust in us to continue to service its clients to the highest standards and we look forward to bringing our expert industry knowledge and personal approach to more of the community in West Wales.

“We are looking forward to continuing our growth, including adding more high-quality people to our team in the near future.”

Centor Awarded Chartered Status

UNA Member, Centor has become the latest organisation to achieve Chartered Status.

There are only 140 brokers to have achieved this across the country, and 8 of those are UNA Members.

As you know, our Members are committed to the highest level of professional and ethical standards and it's wonderful to have had that independently verified by our industry’s professional body.

Congratulations to all!

Tysers Launch Cloud-Based Automation Platform

UNA Member, Tysers has launched Tconnect - a cross-functional, cloud-based platform designed to consolidate processes and automate the end-to-end life cycle of a policy. The platform has been designed as part of a programme to modernise the broker’s IT infrastructure and digitally transform the business, improve operational efficiencies and accelerate the growth of the business through the development of client-facing digital quote and bind capabilities and portals, digital placement, market integration.

To read more, please click here https://www.tysers.com/tysers-makes-strong-progress-on-the-digital-transformation-of-its-business-with-the-launch-of-tconnect/