SFE Member Update


We have kicked off 2015 with a number of member events, including a briefing with the London Stock Exchange a presentation on Euro deflation and roundtables with Shadow Chancellor Ed Balls and EU Commissioner Lord Hill.

Our thanks to members who have participated in the events or have supported them through our sponsorship or providing venues.


14 April       SFE/City of Edinburgh Council roundtable on Big Data with the Lord Mayor of London

14 April       SFE Level one dinner with the Lord Mayor of London

15 April       SFE Members breakfast briefing with the Lord Mayor of London

07 May        SFE AGM

23 June       Brussels Reception

Sept(tbc)     London Reception

29 Oct         SFE Annual Dinner and Scottish Financial Services Awards, sponsored by EY,  Edinburgh

Sponsorship opportunities are still available for our annual dinner and London reception. If you are interested in either of these or in discussing any other sponsorship or joint-event ideas, please contact Dan Jones djones@sfe.org.uk.


Citizens Advice Edinburgh is to receive funding from SFE to train staff to provide basic pensions guidance. Citizens Advice Bureaux are providing free guidance on pensions in many parts of the UK following the commitment made by the Chancellor in last year's budget.

The Smith Commision on Further Devolution reported in November last year and SFE Chief Executive Owen Kelly was invited to join the consulative group on its implementation. The draft legislation is now working its way through the parliamentary process, with a hiatus for the General Election. SFE attended a recent UK Government stakeholder event on further devolution and the economy.  The presentation from the event and relevant contacts for information can be found here.

The Scottish Rate of Income Tax is expected to be implemented from April 2016 and a stepped-up communications campaign from HMRC for employers and employees will start soon. Rates will be announced by the Scottish Government in the November Draft Budget.

Ian Ferguson of Aviva joined the SFE Board last month. Details of the current board membership can be found here SFE Board.

Articles and media comment from SFE are regularly updated on the SFE Website

SFE Policy Groups & Forums Round-Up

HR Forum - next meeting will be on Thursday 19th March at PwC. Any SFE members who wish to join the HR forum should contact Dan Jones djones@sfe.org.uk.

PA Forum - next meeting will be held on Tuesday 12th May. Any SFE members who wish to join the Public Affairs Forum should contact Elaine Ravenscroft eravenscroft@sfe.org.uk.

Sector Policy Groups - our SPGs, each of which meets about 4 times a year, bring members together from the different sectors of our industry to discuss current issues. We have SPGs for asset servicing, asset management, professional services, pensions/insuracne and a new private client investment management. Each group has a co-ordinator kindly seconded to SFE by one of our professional services members. If you would like to join any of these groups, please contact May Houston mhouston@sfe.org.uk for further details.


SFE is always happy to promote events or news from members on its website so please contact us if you have anything you'd like us to include.

To keep up-to-date with SFE news and events go to www.sfe.org.uk or follow us on twitter @ScotFinEnt.