In our role as Professional Indemnity (PI) insurance advisers, the question as to how long documents should be maintained is frequently raised. It is a question that can initially appear innocuous – however, with factors such as professional liability and compliance with insurance policy obligations at play, it is actually a matter that has the potential to be of great significance.
With many practices struggling with burgeoning documentation, deciding when it is appropriate and finally safe to destroy files is of increasing importance.
In our article ‘Retention of Documents’ we give general guidance on the issues involved and provide the groundwork upon which to build a document retention policy.
Access to full article
For access to the complete ‘Retention of Documents' article, with topics including:
- Document retention overview
- Professional Indemnity (PI) policy requirements
- Contractual requirements and liability periods
- Other factors
Please contact us on:
Telephone: 0151 236 5656