Importance of a Balanced Portfolio
The last 18 months has been challenging particularly for risks that are complex, large, and/or professions that had been known as loss leaders. Why is this so? several Lloyd’s supported...
Category: Risk Management
Pacific Indemnity News
Pacific Indemnity News items are emailed to our Partner Brokers on an ad-hoc basis and contain items relating to: Professional Indemnity coverage details Risk Management hints & tips Current issues...
“Incident” logging and reporting – Professional Indemnity Risk Management
Summary of Content When it comes to awareness and notification of potential claims in PI insurance, a solution is needed. In an organisation, Senior Management does not always know of...
Financial Planners – Fraud Risk Management
Case – In brief: A Financial Planner was requested by email (apparently from a client) to facilitate the withdrawal of funds from that clients’ investment account. Unknown to the Financial...