Professional Indemnity Insurance Service
The need for a Professional Indemnity Insurance service has never been greater. Without the right insurance, our clients would be putting their business and personal assets at risk.
When you join CTT Group or use our Will writing Software, PI Insurance is available to you.
Every Adviser working in association with CTT Group, must have Professional Indemnity Insurance in place, again this needs to be in place prior to commencing work and recommending our Products and Services to your clients.
You have worked hard to make your company a success so it makes sense to protect it. At CTT Group we offer a comprehensive PI Insurance service to help safeguard you and your business.
For those of you wanting to be included on CTTs Own Professional Indemnity Insurance policy, your clients will be required to make the full payment of both processing, commission and VAT to CTT Group.
The commission element will then be paid to you once the client payment has cleared, normally within 2 weeks of receiving payment.
The level of cover is £2,000,000 per claim and is provided free of charge.
Alternatively, you have the option to purchase your own Satellite Personal Indemnity Insurance through our own PI providers, for the level of cover appropriate to your own business. Using our PI providers allows you to buy your own policy at greatly discounted rates, to cover your own Will and Trust Company.
Purchasing your own PI cover will enable you to pay client monies for Wills, Trusts and other products into your own bank account. You will then only have to forward any processing costs for your order, where appropriate, onto CTT and yet still be assured that these transactions are fully covered by your own PI.
The level of cover is £2,000,000 per claim. Your Policy will be issued in your own or your company name under CTT’s Master Policy through our recommended insurer.
Our New Entrants Team are experts at smoothly onboarding new associates. They will introduce you to our company, our culture and our clients so you will instantly become part of a support network of likeminded professionals.
At CTT group we place an exceptionally high value on the training we provide to all our Estate Planning Consultants, which includes Solicitors, Chartered Accountants, existing Will Writers and Financial Advisers. All of our training is certificated and will count towards any Continuous Professional Development.
Our Trust and Estate planning experts consist of 6 full members of STEP (Society of Trust and Estate Practitioners), 2 in house solicitors, a qualified lawyer, non practising solicitor, licensed conveyancer and 7 other legally qualified staff including STEP affiliates.
We have a large collection of marketing materials to use when prospecting for new clients, existing clients or potential clients. By becoming a CTT group Member, you will also have access to our Marketing team who can rebrand all of our documents to be bespoke to you and your business.
The Countrywise Extranet is a “members only” unique online training and support tool and has been specifically designed for Will and Estate Planning Advisors. It is crammed full of resources, useful to both those who are new to the business and established Will writers alike.