POLO
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Confidence in Every Stage of Your Financial Operations

PoloWorks is a leading Lloyd’s and London Market insurance services business employing 375+ insurance specialists across the City of London, Cheltenham and Guernsey offices.


Today, 40% of Lloyd’s and London Market operators choose PoloWorks as their partner


One partner. Complete Client Finance support.

Wherever you are in your journey we can help:

General Ledger Management

  • Maintaining and administering the general ledger
  • Posting journals and setting up new GL accounts
  • Ensuring regulatory compliance
  • Delivering timely financial information

Purchase Ledger Management

  • Maintaining and administering the purchase ledger
  • Supplier setup and invoice processing
  • Managing pay runs and sanction checks
  • Payment processing and record production

Technical Ledger Management

  • Underwriters’ signing message (USM) and Syndicate Claims message (SCM) processing and corrections
  • Lloyd’s outward reinsurance system message review and authorisation
  • Data validation and quality control
  • Premium and claims transaction processing

Premium Credit Control

  • Monitoring premium payment deadlines
  • Following up overdue balances
  • Debtor and aged debt reporting
  • Cash flow and collection insights

Bank Account Administration

  • Administering client bank accounts
  • Managing user access and controls
  • Maintaining client cash books
  • Supporting cash flow oversight

Financial Reporting

  • Management and financial reporting
  • Statutory and management accounts
  • Cash flow forecasting
  • Board and committee reporting

Regulatory Compliance

  • Preparation of regulatory returns
  • Distribution and expense compliance
  • Corporation tax and VAT administration
  • Balance sheet reconciliation

Credit Checks & Reports

  • Financial commentary and credit analysis
  • Multi-year comparison and trend review
  • Credit ratings and risk flags
  • Prepared and peer-reviewed by qualified accountants

5* rated service and would highly recommend to anyone in the Market.

Ascot Group

Trusted To Deliver Strategic Value

Every finance function faces different operational pressures. PoloWorks delivers tailored financial support that enhances reporting accuracy, strengthens cash visibility and reduces operational risk.

When one global reinsurer experienced growing challenges across cash allocation, reporting and operational resourcing, PoloWorks implemented a targeted reconciliation and cash management solution to restore stability:

– £43M in unallocated cash cleared, exceeding the original backlog target

– 7,339 cash entries reconciled and accurately allocated

– Embedded finance expertise operating as an extension of the client’s team

By combining specialist resource with structured processes, we helped stabilise cash operations, resolve historic discrepancies and restore confidence in financial reporting, enabling the client to refocus on strategic priorities.

PoloWorks provides the financial clarity, governance and expertise clients need to operate with confidence.

To read our full Client Finance case study, click the button below.


The Onshore Advantage

Close. Accountable. Always aligned.

With PoloWorks, you gain:

  • Direct accountability from onshore teams in London, Cheltenham, and Guernsey

  • Market alignment with Lloyd’s and the London Market

  • Faster oversight and regulator-ready outputs

  • Scalability and flexibility to adapt as your business grows

PoloWorks brings you the best of both worlds: the reassurance of an accountable, local partner, and the scalability to grow as you do.


Skilled Teams, Proven Across Decades

With 375+ specialists based across Cheltenham, London, and Guernsey, PoloWorks combines deep market knowledge with onshore delivery. Backed by over 30 years of experience in insurance operations, we provide our clients with the confidence that every output is accurate, compliant, and strategically aligned.


PCIS has provided a robust service which has for good reason been part of our business model for a number of years and is unlikely to change due to the quality of service.

Navata Global

Discover the Full Scope of Our Expertise

Explore our Client Finance Services brochure for a closer look at how we deliver accuracy, compliance, and confidence.


PoloWorks, Ready To Scale With You

PoloWorks is the trusted partner that adapts as your business grows.
Let’s explore how we can support your next stage of growth.

Connect on LinkedIn…

Jacqui Potter

Jacqui Potter

Head of Client Finance,

PCIS

LinkedIn
Stephen Arrowsmith

Stephen Arrowsmith

Client Finance

Senior Manager

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Caroline Barker

Caroline Barker

Client Finance

Manager

LinkedIn
David Bendy

David Bendy

Client Finance

Treasury Manager

LinkedIn
Sue Colwill

Sue Colwill

Client Finance

Manager

LinkedIn
Kate Flemans

Kate Flemans

Client Finance

Manager

LinkedIn
Sara Rowe

Sara Rowe

Client Finance

Manager

LinkedIn

Or use the links below. No forms. No pressure.

PoloWorks – dependable, scalable, and tailored to you. 

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For tailored solutions, innovative support, and an unwavering partnership. Let’s make progress together.

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