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Technical Insurance Knowledge and Skills

Crime/Fidelity Guarantee and Pension Fund Trustee Liability Insurance - Introduction

Introduction

This one day interactive workshop provides an excellent introduction to the principles and practises involved in Crime/Fidelity Guarantee and Pension Fund Trustee Liability Insurance. It explores the aspects which need to be understood by those involved in providing basic technical or administrative services.

The workshop can also be used as a good grounding for trainees or those who have potential to develop their careers into more technically demanding work in the future. It covers the principles which apply as a basis for all Crime/FG and Pension Fund Trustees Liability insurance.

Workshop Objectives

Delegates who successfully complete this workshop will be able to:

• describe the differences between Crime and Fidelity Guarantee insurance covers

• be aware of the legislation and risks affecting Pension Fund Trustees

• outline the policy covers, definitions, conditions and exceptions

• recognise the principles of underwriting and how they apply to new and existing customers

• apply the principles of risk assessment and risk management

• outline the implication of losses to policy cover, conditions and exclusions

• consider the principles and procedures for handling and settling claims

• explore the opportunities for marketing and promoting the products

Workshop Content

• Explore the reasons why customers need
• Crime/Fidelity Guarantee Insurance
• Pension Fund Trustees Liability Insurance

• The Policy Covers, Definitions, Conditions and Exceptions

• The Differences in Insurance Cover Available from Insurers

• The Principles of Underwriting

• The Concepts of Risk Assessment and Risk Management and their Applications

• The Principles and Procedures for Handling Claims

• The Effectiveness of Insurance Covers




Duration: 1 day(s).

Call us now on +44 (0)1372 361 177 or email us for more information on this course.