While the insurance market has never been more challenging for independent financial advisors and insurance brokers, Lockton’s specialist PI practice has the expertise and reputation required to secure uncompromised, cost-effective professional indemnity insurance for our clients.

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Insurance Brokers and Independent Financial Advisors

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Targeted professional indemnity programmes, built around you

While the insurance market has never been more challenging for independent financial advisors and insurance brokers, Lockton’s specialist PI practice has the expertise and reputation required to secure uncompromised, cost-effective professional indemnity insurance for our clients.

Harnessing an in-depth understanding of the unique challenges faced by individuals and firms in this sector, our highly experienced brokers and technicians will help you face these head on. Leveraging market intelligence, global expertise and key insurer relationships, we’re uniquely placed to negotiate the best possible deal for our clients.

Our professional indemnity policy wording for insurance brokers is endorsed by the British Insurance Brokers Association (BIBA), ensuring that you will be receiving the highest standard of policy. As a Lloyd’s broker, we can also reach out to the wider market to provide cover for speciality risks as needed.

What we bring to your business

  • Watertight insurance and risk solutions, tailored to your needs and to the size of your business, including value-added solutions in unusual cases or exceptional circumstances

  • Dedicated account executives who concentrate solely on insurance brokers and independent financial advisors

  • Support from our in-house team of claims advocates who will help to guide you through the claims process. We have the experience and expertise to assist your business through any claim, no matter how complex

  • Wealth of experience – our dedicated claims team has a wealth of experience in dealing with exactly the type of claims you may face

  • Offices throughout the UK, enabling us to provide bespoke, face-to-face advice to you, wherever you are in the world

Our Services

  • Cyber and data liability insurance

  • Management liability insurance (directors’ and officers’ liability insurance)

  • Employers’ liability insurance

  • Public liability insurance

  • Office insurance

  • Crime Insurance

  • Claims consultancy

  • Risk management consultancy

Our team

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Ian Saxelby

Producer
ian.saxelby@lockton.com
+44 11 7906 5033

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Paul Afteni

Head of Regulatory Professional Indemnity, Senior Vice President
Paul.Afteni@lockton.com
+44 20 7933 1498

General Inquiries

Get in touch

enquiries@uk.lockton.com

News and Insights

The UK government’s National Planning Policy Framework (NPPF) reform seeks to unlock ‘grey belt’ land for development. The new NPPF represents a transformative opportunity to address the housing shortage in England. However, the inherent complexities of building on land with existing legal encumbrances or uncertain ownership presents significant risks to developers. Legal Indemnity Insurance can be crucial for navigating these challenges and ensuring project viability.Unlocking the grey belt: challenges and opportunities for developers

Unlocking the grey belt: challenges and opportunities for developers

article
The UK government’s National Planning Policy Framework (NPPF) reform seeks to unlock ‘grey belt’ land for development. The new NPPF represents a transformative opportunity to address the housing shortage in England. However, the inherent complexities of buildi ...
Read moreUnlocking the grey belt: challenges and opportunities for developers

Law firms: overcoming scope creep

Scope creep can be a real headache for lawyers. We all know the scenario: you issue your letter of engagement, then the transaction grows arms and legs. More work is needed. It’s all related to, but not exactly within, the original scope. Seeking to be as helpful as possible, you plough on and do all the work. At the end of the transaction the client is indignant about the higher fee. This is scope creep. At best, it can lead to awkward conversations with clients. At worst, it can be the catalyst for complaints or claims. So, how do you stop scope creep in its tracks?Scope creep can be a real headache for lawyers. We all know the scenario: you issue your letter of engagement, then the transaction grows arms and legs. More work is needed. It’s all related to, but not exactly within, the original scope. Seeking to be as helpful as possible, you plough on and do all the work. At the end of the transaction the client is indignant about the higher fee. This is scope creep. At best, it can lead to awkward conversations with clients. At worst, it can be the catalyst for complaints or claims. So, how do you stop scope creep in its tracks?

Lockton nominated for British Diversity Awards

Lockton is delighted to announce that Chief People Officer, Martyn Worsley, has been shortlisted for the British Diversity Awards’ HR Diversity Champion of the Year and our Associate Resource Group for under 35s, Ignite, has been shortlisted for Outstanding Employee Network of the Year.Lockton is delighted to announce that Chief People Officer, Martyn Worsley, has been shortlisted for the British Diversity Awards’ HR Diversity Champion of the Year and our Associate Resource Group for under 35s, Ignite, has been shortlisted for Outstanding Employee Network of the Year.

Policy perks: emergency breakdown assistance

A call for breakdown assistance is almost always made at a time of stress. But if you’re a specialist vehicle owner, it’s likely you have additional concerns around the repair or recovery of your vehicle. Fortunately, Lockton’s policy combines the strength of large network capacity with access to experienced and well-equipped operators, who are deployed by highly empowered handlers. The result is a premium service fit for specialist and prestige vehicles, with all the attention and reassurance their owners deserve.A call for breakdown assistance is almost always made at a time of stress. But if you’re a specialist vehicle owner, it’s likely you have additional concerns around the repair or recovery of your vehicle. Fortunately, Lockton’s policy combines the strength of large network capacity with access to experienced and well-equipped operators, who are deployed by highly empowered handlers. The result is a premium service fit for specialist and prestige vehicles, with all the attention and reassurance their owners deserve.
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We bring creative thinking and an entrepreneurial spirit to the insurance business and are uniquely positioned to help you succeed.

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