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Sector Group

Credit Unions

“Chair quote to be supplied — one or two sentences on why the group matters and why members should get involved.”

Chair: David Ross, Glasgow Credit Union

Objective

To establish a community focussed on action, making a difference to support SFE and the reputation of the Banking sector in Scotland and beyond.

Strategic Focus

  • Reduce the number of unbanked people in Scotland’s communities

  • Provide insight to stakeholders and government on the economy

  • Working together to reduce fraud and improve cyber security across the industry

2026 Strategic Delivery

  • Schools banking pilot, delivered via the Banking group

  • SMP education sessions

  • Economic overview for Government, as required

Activity

Stood up the Fraud and Cyber Security workstream, led by Derek Johnstone, Scottish Building Society, who will feed in regular updates to the Banking Steering Group.

Schools Banking Pilot, a strategic deliverable under the CCN strategy, will launch in June with financial literacy accredited modules delivered alongside the opening of a bank account. This will be repeated in December with the intention of a roll-out across Scotland.

Advice/Guidance roundtable with Burness Paull.

Working in collaboration with the Wealth Management Group and Life & Pensions Group on advice/guidance regulation and targeted support.

Group Scope

Members

Cross-Group Collaboration

Wealth Management
Join this group on the Member Platform
Skills Group
Data & AI Group
Operational Risk Group

Latest news

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Scottish Financial Services Awards shortlist announced
SFE Press Release
Scottish Financial Services Awards shortlist announced
SFE Press Release

The shortlist for the 2026 Scottish Financial Services Awards, sponsored by EY, has been announced, recognising the outstanding talent, innovation and impact being delivered across Scotland’s financial and professional services sector. The annual awards celebrate the contribution of both organisations and individuals from across the industry.

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SFE Press Release
FCA Roundtable on AI and the Future of Financial Services
Blogs
FCA Roundtable on AI and the Future of Financial Services
Blogs

A recent SFE and Capco roundtable with FCA Chief Executive Nikhil Rathi explored how artificial intelligence is beginning to reshape financial services. The discussion covered the rise of agentic AI, the evolving regulatory landscape, operational resilience, accountability, skills and the challenge of balancing innovation with strong governance and consumer trust.

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Blogs
Building the future of General Insurance in Scotland
Blogs
Building the future of General Insurance in Scotland
Blogs

SFE has launched a new General Insurance Sector Group, bringing together leaders from across Scotland’s insurance industry to explore the opportunities and challenges shaping the sector’s future. The group will focus on areas including AI and digital transformation, talent and skills, the changing risk landscape, climate resilience and financial wellbeing.

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Blogs

Upcoming events

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SFE Young Professionals Summit 2026
Oct 16
SFE Young Professionals Summit 2026

Join young professionals from across Scotland’s financial services industry for the inaugural SFE Young Professionals Summit, featuring sector insights, skills development, practical networking training and an evening panel and reception.

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Agent Building Workshop
Oct 28
Agent Building Workshop

Join SFE, Encompass and Barclays for a hands-on workshop designed for early-career professionals in compliance and operations. Working in small teams, participants will identify a real workplace challenge and build a live AI agent using EC360 MCP, with guidance from Encompass experts. The afternoon will also include team presentations, prizes and networking opportunities. No technical experience is required.

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Carers in the Workplace
Nov 3
Carers in the Workplace

Join SFE Young Professionals and Burness Paull for an evening exploring the realities of unpaid caring and the challenges that can come with balancing caring responsibilities alongside working life. The session will look at the support, resources and legal guidance available to carers, with insights from VOCAL and legal experts from Burness Paull and Brodies.

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Fund the Future – Releasing Legacy Cost to Accelerate Modernisation
Nov 4
Fund the Future – Releasing Legacy Cost to Accelerate Modernisation

Legacy technology can create significant cost, complexity and constraints for financial institutions looking to modernise. This session will explore how firms can release value from legacy systems, reduce pressure on cost and capacity, and use that headroom to support wider transformation.

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Shaping the Future of Risk
Nov 6
Shaping the Future of Risk

Join Lloyds Banking Group and Scottish Financial Enterprise (SFE) for Shaping the Future of Risk, a conference exploring how technology, data and AI are transforming risk management in financial services. Featuring industry professionals from Lloyds Banking Group, Aberdeen and Barclays, the event will explore future skills, customer outcomes, AI governance and emerging challenges, alongside opportunities for networking and discussion.

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From Product to Advice: Shaping the Future of Wealth & Asset Management
Nov 17
From Product to Advice: Shaping the Future of Wealth & Asset Management

Join SFE and Capco at The Scotsman Hotel in Edinburgh for an evening exploring the future of wealth and asset management. Through a presentation and panel discussion, industry experts will examine how evolving regulation, changing client expectations and product innovation are reshaping the sector. The event will also explore the technology, governance and operating models needed to support sustainable growth, followed by networking with professionals from across the industry.

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Scottish Solutions for a Changing Climate
Nov 18
Scottish Solutions for a Changing Climate

As COP31 approaches, this event will explore some of the most exciting climate and sustainability solutions being developed and deployed across Scotland, highlighting practical examples of innovation, investment and collaboration that are already delivering progress and helping to shape a more sustainable future.

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Edinburgh Winter Reception
Nov 25
Edinburgh Winter Reception

Join SFE members and guests at the Edinburgh Winter Reception, hosted by Baillie Gifford, for an evening of refreshments, informal networking and the opportunity to connect with colleagues from across Scotland’s financial services community.

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