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2.2.5 Private Medical Insurance (PMI)

  • The purpose of PMI is to cover the cost of medical expenses and to reduce waiting time for treatment.

  • Cover may be taken out by individuals in their private capacity, or may be provided as a part of the employment package, in particular management jobs, where the market tends to be status driven. Given that conditions may be treated more quickly using private treatment, it is a useful business protection.

  • It may be argued that such cover is unnecessary given a comprehensive National Health Service; indeed, in an emergency, few would disagree that the NHS provides a service that is able to respond with an appropriate level of speed.

  • Private healthcare should be seen, rather, as complementary to the NHS services. Primary care from GPs, accident and emergency cover, and the treatment of long term chronic conditions are almost exclusively provided by the NHS.

  • In the UK around 80% of PMI cover is provided by non profit making provident associations such as BUPA, Private Patients Plan (PPP), and Western Provident Association (WPA). The remainder is covered by a number of commercial insurers.

  • Most providers offer policies which, up to stated limits (which may be a full refund of cost), provide benefits covering the following:-


    1. In-patient hospital charges
    2. In-patient surgical and medical fees
    3. Outpatient charges
    4. Home nursing charges for a maximum period of perhaps 26 weeks per year.
  • Depending on the provider, there may be a simple full recovery of fees or a maximum expense ceiling that may be claimed in a policy year.

  • In addition there are plans which offer cover only if treatment is not available under the NHS within, say, 6 weeks, as well as budget plans offering more restricted levels of cover and allowing accommodation only in cheaper hospitals.

  • Generally, cover is available from age 18 and up to age 70 or 75, with options to cover the policy holder alone, or together with his/her spouse and any children.

  • Cover is often available world-wide, and may include the costs of the necessary repatriation to the UK when medically necessary.

  • Where cover is offered only where the NHS is unable to offer treatment within 6 weeks, or where a policy excess applies, cover is correspondingly cheaper.

  • Where cover is sought by an individual, perhaps to include his family, a detailed proposal questionnaire will need to be completed in respect of each family member to be covered; the underwriter may seek additional evidence from the proposer's own or any other doctor, and may require a medical examination to take place before offering cover.

  • The premiums charged for individual contracts will depend on the level and range of cover being provided and the age of the individuals being covered.

  • Under group schemes the costing structure will depend additionally on the size of the group being covered; with small groups the total cost may be a simple accumulation of the premiums per individual, but with a discount to reflect reduced administrative costs.

  • With larger groups the age structure of the scheme may be looked at as a whole with a uniform rate of premium being charged in respect of each member, member's spouse (often the same rate), and a reduced rate in respect of any children to be covered. A similar approach can be adopted with regard to voluntary groups provided a minimum level of membership is achieved.

  • In addition to the PMI covers above, schemes are also available that cover hospital cash benefits. Such schemes tend to be restrictive in terms of the levels of cover they are able to provide and will give a daily or weekly benefit in the event of hospitalisation. Such schemes are designed to cover additional domestic costs which may be incurred as a result of such a hospitalisation, rather than to cover the cost of private medical care.

  • In addition, there are also schemes available to cover the expense of dental treatment. Such schemes are generally marketed through dental practices and will not generally fall into the remit of a typical financial adviser, but should be borne in mind as part of general expenditure now that many dentists are converting to private work covered by such policies e.g. DenPlan


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