TALK: Professional Indemnity Insurance

When we asked advisers what they were missing most about face to face events, the answer was unanimous; the networking and sharing of best practice. With this in mind, we have structured our TALK webinars to include just that.

Each one is an hour long and will feature two industry-leading speakers, both sharing expert content on a specific theme within their field, but from two different points of view. During the session, delegates will be split off into working groups to discuss and share best practice – bringing back that much-desired networking.

Find out more about the structure by watching this video:

What are we talking about?

PI insurance continues to be a problem for many – in this TALK session we’ll be joined by a PI broker to get their take on the market and the choices facing firms today.

We’ll discuss:

• Risk awareness and the common areas of advice from which claims arise from.
• The main areas of concern that an underwriter has when underwriting professional indemnity insurance.
• Why there are challenges around insuring defined benefit transfers.
• How best to present the firm for the renewal of your professional indemnity insurance.
• The current conditions in the professional indemnity insurance market.
• The professional indemnity insurance outlook for financial advisers.

You will get the opportunity to discuss your own experiences and best practice with other delegates.

Who’s talking?

Christian Markwick, Head of Adviser Support – Apricity Compliance.

Christian is Apricity’s Head of Adviser Support. Having been an adviser, T&C Manager & SM16/17 for many years, he is very well placed to understand what makes firms tick, what many are trying to achieve and how to assist them in getting there.

Ian Saxelby, Vice President – Lockton.

Ian joined Lockton in November 2014. Since then Ian has specialised in Professional Indemnity Insurance with a particular focus on the more complex insurance placements which includes the FCA regulated practices.