This week, The Oak Tree Academy hosted the UMA Masterclass – a deep dive into the financial, regulatory, and emerging risk landscape of the Underwriting Management Agency (UMA) environment.

With a full class of attendees, the session proved to be both interactive and informative. The day began with Mark Joubert from Guardrisk, who broke down the financial aspects of the UMA income statement in a clear and practical way. His approachable teaching style made complex financial principles easy to grasp, helping attendees strengthen their technical understanding.

Following that, Nicole Britton from Clyde & Co took the stage, leading a captivating session on regulatory developments and compliance considerations affecting UMAs today. Her segment provided valuable legal context, equipping attendees to navigate this evolving landscape with confidence.

To conclude the day, Amelia Costa and Celeste du Toit, also from Clyde & Co, tackled the topic of emerging risks in the UMA sector. Their discussion shed light on the challenges shaping the future of underwriting management – from operational vulnerabilities to strategic risk management, and shared practical guidance on how UMAs can proactively mitigate these threats.

The energy in the room reflected true collaboration and curiosity, with attendees actively engaging throughout the session. This Masterclass showcased exactly what The Oak Tree Academy stands for: expert-led, practical learning designed to grow South Africa’s insurance professionals.

Looking Ahead

If you missed this session, stay tuned for our upcoming Reinsurance, Technical Accounting, and Specialised UMA training courses. Each course is built to combine industry expertise with real-world application, because at The Oak Tree Academy, we are Your Partner in Professional Growth.