Round Up Autumn 2018

Contents Quick catch up... Regulatory matters Technical matters threesixty hot topics Features Insurance Distribution Directive - Top 10 things you need to know Approaching your PII renewal ? 5 top tips to avoid a claim Client survey summary Services Intermediaries and technology Discounted offerings for clients Getting the most from our core services Key contacts Get the most from threesixty online Dates to note autumn 2018 Welcome to our first edition! Those of you who’ve been with us for many years will remember ‘Round Up’ as our weekly newsletters, first distributed by email when we launched threesixty back in 2003. We retired ‘round up’ in that format a couple of years ago, as the amount of content, and the appetite for prompt and timely regulatory updates increased. It was replaced by news articles, published via our website in real time and distributed by an automated email service, getting the news to you when and as often as you want it. With everything available online, historic items can be searched, accessed and exported more easily. What’s more additional detail in the form of guidance is only ever fingertips away. We see this as a significant improvement, but it begs the question ‘why reintroduce Round Up now ? ’. It’s for you to catch up on anything you may have missed, and a chance to help you cut through some of the noise and constant change. Our clients lead busy lives. Your time is precious. We want to make your lives a little easier. We plan to send Round Up to you on a quarterly basis. Please let us know what you think. Send your thoughts to roundup@threesixtyservices.co.uk We look forward to hearing from you, enjoy the first edition! Russell Facer Managing Director from threesixty Inside... We provide an overview of recent compliance and technical issues, and highlight some of the areas you are regularly talking to us about. There’s an important article on the impending Insurance Distribution Directive and topical features on PI Insurance and protecting yourself against claims. Also included is a summary of our annual client survey and our thoughts on investing in technology. 2 4 6 8 12 14 16 20 21 22 23 23 24