— PRODUCTS AND SERVICES

Insurance Brokers and Independent Financial Advisors

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.

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

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

Ian Saxelby

Head of Accountants
ian.saxelby@lockton.com
+44 11 7906 5033

Paul Afteni

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

Get in touch

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