Five secrets of a PI insurance broker

Five secrets of a professional indemnity insurance broker

Laura Miller
clock

Two professional indemnity (PI) insurance brokers lift the lid on what makes insurers twitch, why adviser excesses are so high and the next big claims danger...

  Duncan Philpott and Paul Afteni at global insurance broker Willis have been dealing in professional indemnity cover for financial advisers for about 25 years. Their insights may never grace the well thumbed pages of a Jilly Cooper novel, but these five frank disclosures will beat any kiss-and-tell story for advisers keen to keep in business...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Adviser tips

IFAs must grasp gender differences to grow female client base

IFAs must grasp gender differences to grow female client base

IFAs must communicate differently to build trust with female clients

Jenna Brown
clock 17 April 2024 • 2 min read
Friday Night Takeaway: Is talk of bonds giving you whiplash?

Friday Night Takeaway: Is talk of bonds giving you whiplash?

The editor's Friday Night Takeaway from 12 April

Hope Coumbe
clock 12 April 2024 • 1 min read
Editor's View: A very happy new (financial!) year to you

Editor's View: A very happy new (financial!) year to you

The editor's Friday Night Takeaway from 5 April

Hope Coumbe
clock 05 April 2024 • 1 min read