Pension trustee liability insurance
We have developed an exclusive product for Pension Trustee Liability (PTL) insurance, bringing together the expertise of a major professional liability insurance broker, an innovative and forward thinking insurer and a national firm of solicitors known for their specialism in pension law matters.
In response to new legislation and an increasing trend towards litigation our PTL facility is tailored to meet the needs of sponsoring employers, corporate trustees, pension schemes and individuals (extending the cover beyond trustees to spouses, heirs and estates).
Scheme benefits
- A clear and concise insuring clause, detailing all main aims of the policy
- Automatic extensions to the policy
- Exclusive cover with dedicated and experienced underwriters
- Availability of run-off insurance for schemes which are winding up or ceasing to exist
- Automatic retired insured persons coverage, available for up to 6 years
- Automatic loss of documents coverage, from a minimum sub-limit of £250,000
- Automatic theft extension to the policy, from a minimum sub-limit of £250,000
- Nil excess*
- 24 hour tax and legal advice helpline
- 24 hour health, medical and counselling advice helplines
- Experience solicitors appointed to deal with claims
- Discovery periods available when policy ended
*Subject to criteria
For more information on PTL insurance, please go to our what is PTL? section.
To obtain a no obligation quotation for PTL, simply download and complete a proposal form from the right hand side of this page.
If your insurance policy is not yet due for renewal, register your interest now and we will arrange to contact you prior to the renewal of your current policy.



