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.

PRODUCTS AND SERVICES

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

News and Insights

Lockton, the world’s largest independent insurance broker, has announced that Emilie Bardey has been appointed as Head of Financial Institutions (FI) Wholesale, effective 1 May 2025. Lockton appoints Emilie Bardey as Head of FI Wholesale

Protecting your home from wildfire risk

Wildfires have become increasingly common in recent years as the UK experiences hotter, more extreme temperatures. With the potential to cause significant damage to property, it’s vital that homeowners take precautionary measures to mitigate the risk of loss. Wildfires have become increasingly common in recent years as the UK experiences hotter, more extreme temperatures. With the potential to cause significant damage to property, it’s vital that homeowners take precautionary measures to mitigate the risk of loss.

How the insurance industry enforces BESS safety standards

Over 30GWH of BESS site capacity was submitted for planning application in the UK during 2024, adding to the existing 8GWh of capacity already online. However, planning approval requirements and safety standards may vary considerably by jurisdiction — both internationally and domestically. This can create deviation between projects as a result; potentially inviting risk.Over 30GWH of BESS site capacity was submitted for planning application in the UK during 2024, adding to the existing 8GWh of capacity already online. However, planning approval requirements and safety standards may vary considerably by jurisdiction — both internationally and domestically. This can create deviation between projects as a result; potentially inviting risk.

Charity & Community Impact Report

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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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