A Suffolk-based adviser was surprised to find he was not covered for current or historic DB transfer work after discovering "hidden clauses" in his professional indemnity (PI) insurance contract.
Nick Plumb's advice firm Plumb Financial Services carried out defined benefit (DB) transfer work for two and a half years. The firm's advice was insured with Collegiate and Plumb had become used to...
Developed by industry-wide group
Joined in 2002
'Educate clients' children'
Raised £15m earlier this week
From 8pm Friday 19 October