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 looks at good practice when creating a glossary and provides examples that firms can build on.
Regulation

A Broker’s Duty of Care – Highlighting Significant or Onerous Terms
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 looks at 6 things brokers should consider when compiling a glossary of significant or onerous terms.

A Broker’s Duty of Care – Meeting Clients’ Demands and Needs
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 looks at ensuring that a client’s Demands and Needs are properly met and how they could be the author of their own loss.

A Broker’s Duty of Care – Treating Customers Fairly
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.

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.

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.

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.

Mandatory Data Request Issued to Principal Firms
The new rules under the Appointed Representative regime require principal firms to provide the regulator with more information on their ARs and IARs. What must firms submit under the regulator’s recent data request?

How Can Firms Assess the Value of Products and Services?
We recently looked at how the price and value outcome of the FCA’s new Consumer Duty requires firms to ensure their clients receive fair value and what fair value really means. But how can firms assess the value of their products and services?
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