Events

One of the most important judgements in recent times relating to BI insurance was made in the Infinity Reliance case, and brokers who fail to change their proceedings risk large PI claims against them going forward. This case has shown brokers are very exposed to the following three areas: If indemnity wordings are used rather than declaration linked. Any broker guidance note must reflect the actual policy wording. AICOW must be discussed when there are unusual exposures. Average was applied by Aviva to the BI claim following a large loss, and the broker was held liable for most of the shortfall, which was nearly £3m, due to their failure on the above three points.

Good rapport is essential in both our business and personal lives. But how do we build rapport when we lack real face to face interaction? What are the challenges to building rapport in the virtual world, and how do we adjust to mitigate these challenges and to grasp the opportunities?

Our Pool Tournament is back for 2024 on Thursday 14 November. Email Simon Allman simona@rawlinsinsurance.co.uk to book your place.

One of our Council members, Kate Barnard, has a small pub in Newcastle and is organising a quiz for us. Snacks will be provided. Numbers are limited so get your place booked as quick as you can.

During this session we will look at why Inheritance Tax is becoming a growing issue for a number of clients, and how Business Relief can complement existing options to mitigate IHT. We will take an in depth look at how Puma can provide one of the most liquid Business Relief plans whilst providing one of the most consistent returning products over the last 10 years, and the main types of client profiles they see utilising Business Relief.

Essential skills and networking for financial planners and general insurance professionals. Complimentary lunch included. Click through to access the booking link.