This article, provided by guest authors Robin Wood and Roger Franklin, continues our series looking at an insurance broker’s duty of care and improving the quality of your Professional Indemnity risk management. This week focuses on treating customers fairly and ensuring your clients’ expectations are met.
Insurance Brokers

A Broker’s Duty of Care – Assessing a Client’s Understanding
This article, provided by guest authors Robin Wood and Roger Franklin, continues our series looking at an insurance broker’s duty of care and improving the quality of your Professional Indemnity risk management. This week focuses on how insurers can assess a client’s level of insurance knowledge to ensure they highlight all necessary information.

Is Your Firm Doing Enough to Ensure That Your Insurance Products and Services Meet the Needs of Customers?
Under the Consumer Duty, firms are required to ensure that all products and services meet the needs, characteristics, and objectives of customers in their target market, including those with protected characteristics or characteristics of vulnerability. How can inclusive design help to achieve this?

A Broker’s Duty of Care – Ensuring Clients Can Make Informed Decisions
This article, provided by guest authors Robin Wood and Roger Franklin, continues our series looking at an insurance broker’s duty of care and improving the quality of your Professional Indemnity risk management. This week focuses on the reasonable steps brokers must take to ensure that clients can make informed decisions.

How Does Disclosing Mental Health Affect Insurance Prices?
People with mental health problems are being charged higher insurance premiums compared to non-sufferers. This article examines the implications of this and how firms can do more to ensure they are offering fair value to all customers.

Managing Professional Indemnity Risk
This article, provided by guest authors Robin Wood and Roger Franklin, is the first in a series which looks at an insurance broker’s duty of care and improving the quality of your Professional Indemnity risk management.

Diversity and Inclusion in Customer Services - Sex and Gender
In the next instalment of our series on diversity and inclusion in the insurance industry, Regine Tse focuses on the protected characteristics of sex and gender reassignment.

How Will Training Evolve Under the New Consumer Duty?
Training has already come a long way in recent years, but how is the shift in focus to consumer outcomes, under the new Consumer Duty, likely to affect learning and development going forward?

Course Completions are Changing on the Development Zone
Following feedback from our users, we’re updating the way course completions are recognised on the new Development Zone platform.
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