Essential info for Financial Deputies – Part One

This is the first of a special two-part mini-series of Stewarts Soundbites, aimed at those acting on behalf of seriously injured clients as a Financial Deputy.

In this first instalment, Emma Lyons speaks to Mark Holt, Chief Operating Officer of Frenkel Topping, about periodical payment orders (PPOs) versus lump sum settlements in catastrophic injury cases. Mark and Emma discussed whether there is a growing trend away from PPOs towards lump sums in recent years and Mark explained the possible reasons behind the current trends.

Mark discuss the management of compensation after settlement of a high-value injury case. He explains the appropriateness of active versus passive management of funds and explores whether there is a happy middle ground in combining the two.

Mark is the lead director for Frenkel Topping Limited and Obiter Wealth Management and manages both the internal staff, including the expert witness report writers, para planners and the new business writing team. In addition to which Mark manages a number of the Company’s strategic accounts and has been a key player in the Company’s growth to date.

Contact Emma Lyons on elyons@stewartslaw.com if you have any queries on this subject

This podcast is hosted by ZenCast.fm