Catherine Davis - Lockton Accountants

Cathy is responsible for managing our relationship with the ACCA. She is continually exploring ways to improve the Lockton ACCA programme design. Dip CII qualified, Cathy takes a leading ambassadorial role supporting various events and initiatives with the ACCA.

Cathy has 30 years experience in the insurance industry including 18 years working within Lockton (and prior practices) on the ACCA scheme.

Risk considerations for research and development work

Accountants responsibilities when carrying out research and development (R&D) work have increased, and now requires accountants to advise on areas typically outside their expertise. Managing this risk will require close collaboration with specialist advisors, as well as robust mechanisms to minimise professional errors.

Fidelity Guarantee Insurance - why it's time to check your cover

Fidelity guarantee insurance (FGI) exists to protect your firm or organisation against theft of the firm’s own money, securities or property by an employee, partner, contractor, or volunteer. FGI can also be known as first-party fraud, theft, employee dishonesty or simply Fidelity cover. While FGI will be familiar to most accountancy firms, recent increases in fraud claims have led man insurers to alter their policy coverage, or introduce onerous terms and conditions. Firms must check these carefully to mitigate against the possibility of an uninsured claim, should a first-party fraud occur.

Pros & cons: automatic and continuous policy renewals

In today’s fast-paced world, we all want to find efficiencies that will save us valuable time and money. This is especially the case when it comes to those ancillary tasks which can otherwise slip further and further down your list of priorities – including your professional indemnity insurance (PII) renewal.

Latest articles by Catherine Davis

Risk considerations for research and development work

Fidelity Guarantee Insurance - why it's time to check your cover

Pros & cons: automatic and continuous policy renewals