As seen in

Pension transfer adviser: who writes it?

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389 UK insurers, MGAs and Lloyd's markets mapped390+ trade appetites100% independent, no paid ranking
FCA-regulated firm (FRN 1035997)
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75 markets matched

For: Pension transfer adviser

Underwriter briefReady

What underwriters will focus on

Professional indemnity for a pension transfer adviser, with potentially long-tail advice liabilities. Underwriters will focus on any defined benefit transfers, historic advice, complaints or redress exposure, and whether transfer cover meets applicable FCA requirements.

Where to start

  1. Tokio Marine HCCSpecialist financial advisers’ PI expertise makes this a priority enquiry for pension advice exposures.
  2. AIGFinancial institutions expertise offers a credible route for regulated advisory firms with complex professional indemnity exposures.
  3. Specialist market lockedAppetite fit and referral checks locked
  4. Specialist market lockedAppetite fit and referral checks locked
Hard to place?
Tokio Marine HCCInsurerStrong fit★ Specialist appetite
Risk carried byi

HCC International Insurance Company Plc Source

How to trade

Quote online (own portal), Submit to underwriter · Own portal: Marine Trades Portal, Professional Indemnity Portal, Specialty Marketplace Portal, Cargo Xert Portal Source

Appetite
Specialist financial advisers’ PI expertise makes this a priority enquiry for pension advice exposures.
Check
Check defined benefit transfer acceptance, historic advice cover, exclusions and minimum excess.

PID&OCyberSurety

Broker site

Placed with them? Say how it went.
AIGInsurerStrong fit★ Specialist appetite
Risk carried byi

American International Group UK Limited Source

How to trade

Quote online (own portal), Quote online via software house, Submit to underwriter · Own portal: AIG eXtra, Acturis Source

Appetite
Financial institutions expertise offers a credible route for regulated advisory firms with complex professional indemnity exposures.
Check
Check pension transfer appetite, FCA permissions, advice volumes and any past business reviews.

ELPLPropertyD&OPICyberProducts

Broker site

Placed with them? Say how it went.
Market lockedInsurer
Classes and referral notes after unlock
Strong fit
Market lockedLloyd's
Classes and referral notes after unlock
Strong fit
Market lockedInsurer
Classes and referral notes after unlock
Strong fit
Market lockedInsurer
Classes and referral notes after unlock
Strong fit
Market lockedInsurer
Classes and referral notes after unlock
Strong fit
+68 more markets locked
73 more markets + remaining specialist brief picks

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As seen inFCA-regulated firm (FRN 1035997)

Market Index

See all 389 markets

UK markets that write pension transfer adviser risks

We found 75 UK markets that write pension transfer adviser risks: 24 insurers, 35 MGAs and 16 Lloyd's markets. Commonly listed: Tokio Marine HCC, AIG.

Top 10 markets for pension transfer adviser risks

  1. Tokio Marine HCC (Insurer)
  2. AIG (Insurer)
  3. Liberty Specialty Markets (Insurer)
  4. Beazley (Lloyd's)
  5. Travelers (Insurer)
  6. Chubb (Insurer)
  7. Sompo (Insurer)
  8. Munich Re Specialty (Insurer)
  9. AXA XL (Insurer)
  10. AXIS (Insurer)

Placing notes

Professional indemnity is very difficult to place here, with focus on past DB transfer volumes, FCA permissions, file reviews, complaints and Financial Ombudsman referrals. Many policies exclude defined benefit transfer advice entirely.

Also known as

DB transfer adviser, pension transfer specialist, final salary transfer adviser, defined benefit transfer specialist

For insurers and MGAs

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