Keep up to date with blogs and press cuttings below

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A guide for CIPFA members to finding and buying the right professional indemnity (PI) cover

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What is professional indemnity (PI) insurance? Professional indemnity insurance (PII) is liability insurance that covers you when a client or third party claims to have suffered a loss due to professional negligence. Do I need PI insurance? Any AAT member providing self-employed accountancy or bookkeeping services to clients, as a sole practitioner or through multiple firms, must ensu ...

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Last year Trafalgar Risk Management (TRM) founder and managing director Kelvin Wheat had a brainwave. It occurred to the former Australian underwriter that the success of the insurance broker he set up 25 years ago could diversify into personal lines insurance to everyone’s benefit. He decided he’d apply the same principles of value for money and high quality of his ...

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Our policyholders are all by definition busy professionals and their time is valuable. Whether they wish to buy professional indemnity insurance (PI), legal expenses cover, or any other of the products we can arrange such as GAP insurance, they want to do so safely, securely, and without spending time on unnecessary bureaucracy.

The management conference ...

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Farmers Guide Magazine

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10 Jun 2022

278

Until very recently, farmers and agricultural advisory services have been under undue pressure to take out adequate professional indemnity (PI) cover, owing to the lengthy and detailed application process demanded by insurers. Now, insurance broker Trafalgar Risk Management (TRM) only requires applicants for professional indemnity cover to provide their turnover, number of staff and occupation. ...

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TRM Management Conference

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3 May 2022

466

The directors of TRM held their 24th annual board meeting in Gatwick this year, a two-day event, to discuss the year ahead.

Discussions included our plans for further improvements to customer experience, for widening the benefits of affinity scheme members, for simplifying the procedures of professionals’ insurance policy applications, an ...

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We are Featured on

TRM’s consumer-focused professional insurance products have featured in broadcast and print interviews, news stories and articles on platforms including Radio Five Live, Dental Nursing, Post, Hedge Fund Manager, Captive Review, Farmers Guide, Screen, Management Consultancy and many others. TRM have also featured on the websites of The Chartered Institute of Management Accountants (CIMA) and The Institute of Biomedical Science (IBMS).

CIMA
Captive
Dental
IBMS
Radio5
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