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

From cloud outages to cybersecurity failures, the digital backbone of modern business is under constant strain. In this environment, preparation and planning aren’t optional — they’re a must. Organizations can build resilience through risk assessments, incident response planning, and cyber insurance strategies that help mitigate the impact of inevitable outages.As technology outages become the new normal, staying operational means staying vigilant

Rethinking workplace safety in retail: why landlords and retailers must collaborate

The retail sector faces an increasingly complex risk landscape. Volumes of organised crime and customer theft have surged in recent years, in tandem with an increase in abuse against retail staff. These factors are undermining the sector’s reputation as a rewarding place of work, and squeezing profit margins for businesses already facing significant economic pressure.

With consequences that span the entire value chain, finding a solution requires will, resource, and collaboration. Landlords, their appointed agents, and retailers must come together to minimise threats to safety and protect their bottom line.The retail sector faces an increasingly complex risk landscape. Volumes of organised crime and customer theft have surged in recent years, in tandem with an increase in abuse against retail staff. These factors are undermining the sector’s reputation as a rewarding place of work, and squeezing profit margins for businesses already facing significant economic pressure.

With consequences that span the entire value chain, finding a solution requires will, resource, and collaboration. Landlords, their appointed agents, and retailers must come together to minimise threats to safety and protect their bottom line.

Product recall in transit: an overlooked risk that could cost manufacturers millions

Geopolitical tension and economic instability are among various issues that are complicating supply chains. As your supply chains become convoluted or strained, insurance becomes an integral part of risk management and mitigation. Geopolitical tension and economic instability are among various issues that are complicating supply chains. As your supply chains become convoluted or strained, insurance becomes an integral part of risk management and mitigation.

Lockton’s Elizabeth Gurney and Foot Anstey talk cyber resilience and the evolving threat landscape

Lockton’s Elizabeth Gurney, Senior Vice President, Cyber and Technology, joined Foot Anstey’s Thinking Global podcast to explore the ever-changing world of cyber risk.Lockton’s Elizabeth Gurney, Senior Vice President, Cyber and Technology, joined Foot Anstey’s Thinking Global podcast to explore the ever-changing world of cyber risk.
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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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