You may have seen the recent MM article where Keith Richards warned advisers that PII insurers can withdraw cover for DB Transfers at your next renewal. There is becoming an urgent need for you to work with your broker on how to present your firm in the best light to insurers to ensure this doesn’t automatically happen.
It's not just DB cover that Insurers may exclude at your renewal. Will EIS's or P2P come in for critical review to lead insurers to withdraw cover? Having a dialogue with specialists can pre-empt issues before they arise.
O3 Insurance Solutions are at the forefront in providing robust PI cover exclusively to advisory firms and remain the only provider of 2 year PII policies for advisers!
If your PII is due for renewal in the coming months and you would like a no obligation PII quote with the possibly of securing a 2 year PII policy with no hidden exclusions simply contact George or send him a copy of your renewal proposal: [email protected]
O3 Insurance solutions are 100% specialists in providing Professional Indemnity for Financial Advisers and Planners. This is all they do, and with over 50 years of experience they can ensure that you have the right platform in place if anything were to happen. A specialist team of PI Lawyers and Claims experts are on hand to guide you through the process in any event.