70 DB transfers later: How one South Wales firm sorted its PI renewal
Despite challenges
Compliance officer Derek Lavington tells PA why the firm was successful, sharing his tips and tricks for full PI renewal
There is no doubt that advisers are continuously finding the pressure of professional indemnity (PI) renewal a problem as prices rise and confidence steadily sinks. Here Sophie King talks to one firm that has successfully renewed its full PI cover with DB transfers proving no barrier...
Leabold Financial Management, based in South Wales, has recently achieved full renewal of its PI insurance, despite completing 70 defined benefit (DB) transfers, which has proven to be an obstacle for...
More on Your profession
PFS board considers CII deregistration proposals but votes against it
Vote held 17 June
Is this the end of the 'robo' experiment? Reaction of Nutmeg's sale to JP Morgan Chase
£500m+ rumoured sale sum
Schroders PW partners with The Verve Foundation to attract new advice talent
Will sponsor participants
Pension tax relief in Treasury crosshairs; triple lock 'not under threat'
To pay for pandemic spending
Three things your clients may call you about this week ...
60% income tax?
Back to Top
More news
PFS board considers CII deregistration proposals but votes against it
Vote held 17 June
Is this the end of the 'robo' experiment? Reaction of Nutmeg's sale to JP Morgan Chase
£500m+ rumoured sale sum
Schroders PW partners with The Verve Foundation to attract new advice talent
Will sponsor participants
Almost 180,000 NHS staff opt out of pension scheme in four years
In last four years
