19th January 2018

IFA PI Insurance and DB transfers


Posted by: Julian Brincat
Tagged: Independent Financial Advisors, Professional Indemnity

Our own Julian Brincat, contributes to an interesting article in Money Marketing about DB transfers and IFA PI Insurance.  According to Julian "the overriding message is that DB transfers will not be an issue for IFAs that focus on their processes and engage with insurers throughout the policy period and at renewal. Preparation and the ability to demonstrate diligence is key."

Read now