Perks and Pitfalls of Client Reviews

We have 45 minutes structured CPD for you that is focused upon what can go very very well when reviewing an insurance policy, as well as what can go very very wrong. The FCA’s Consumer Duty principle is very broad in it’s interpretation and whilst reviewing a person’s insurances is not set as a specific requirement, it does easily fall into the principle. The key things are to not ignore doing these reviews and also be super careful as replacement policies are huge complaints risk.