UNA Alliance

Founding UNA Member, TL Dallas, has appointed Tim Mortimer as its new Chief Executive, as the fourth-generation family firm positions itself for the next phase of managed growth.

Tim takes up the role at the Yorkshire-headquartered group as Group Managing Director, and fourth generation family member, Polly Staveley, moves into an Executive Chair position, allowing her to focus on strategy, key clients, ambassadorial work and selective acquisitions.

Tim joined TL Dallas six years ago as Commercial Managing Director, with a clear succession plan in mind and has since played a central role in developing the Group’s commercial insurance operations, delivering significant year on year organic growth. He has over 35 years’ experience in the insurance sector, having previously held senior regional roles at Smart & Cook, Bluefin and Marsh Commercial.

During his time at TL Dallas, Tim has been instrumental in strengthening the group’s footprint in Scotland, most notably through the acquisition of a 40-strong team based in Inverness, Elgin and Orkney, now operating as Nord Dallas and Caledonia Dallas.

He has also supported further growth through the launch of new regional offices and specialist propositions in Lincolnshire, with the launch of Dallas Scott Davey, a specialist agricultural and business insurance firm; and the establishment of Dallas Wilding Drew in North Yorkshire, serving businesses across a broad range of sectors; as well as expanding into Cumbria, opening a new office in Cockermouth specialising in commercial and agricultural insurance.

This week sees the launch of this year's UNAversity Programme.

We are delighted to welcome 25 delegates from across the UNA Membership on our Introduction to Management Programme across 2 different cohorts.

Yesterday, was the turn of Cohort 1 who all met each other in person.

Today, is the turn of Cohort 2, from our newest friends from Caledonia Dallas who will be conducting their programme virtually.

Good luck to you all! 

UNA is delighted to announce that this year's Conference will take place at Twickenham Stadium on 14 November.

As is tradition, our host Member will be Sutton Winson, with this year's theme being "Embracing Shifting Landscapes"

We look forward to welcoming over 150 guests from our Membership and Partners for a day of learning, networking and fun.

Further details to follow in due course.....

The thriving health and care division of independent insurance broking and risk management specialist, TL Dallas, has secured several new client wins, including a £140m turnover care group that has 63 homes across the UK.

The division has a team of eight brokers with more than 100 years’ combined industry experience based across offices in Bradford, Lincoln and London.

Account executive, James Bright moved to TL Dallas from Marsh Commercial last year along with Rico Young, to further strengthen the UK wide proposition. James said: “Our expert broking team and longstanding insurer relationships combined with our own in-house claims team, gives us a compelling offering for operators in the health and care sector.

Following several significant new client wins, founding UNA Member, TL Dallas, has bolstered its London team with the appointment of two corporate account executives.

Michael Jobson and Ross Bullard are seasoned insurance professionals with 36 years combined industry experience and both are certified with the Chartered Insurance Institute (CII).

Michael said: “After working across loss recovery, personal lines, commercial account handling and working with high net-worth clients for almost 18 years, I then became a specialist in the health and care sector, which faces unique challenges and has very individual requirements when it comes to insurance.

“Throughout my 24-year career I always preferred working for independent insurance brokers, and that was one of the main reasons for my move to TL Dallas. I had heard great things about the family and employee-owned firm, and as TL Dallas had recently set up a dedicated health and care division, it made it the ideal move.