Financial Services: Advice for Businesses
Independent Financial Advice for Business
Corporate Pensions
Bartlett Life & Pensions Ltd offers a full range of Pension Scheme services to employers, encompassing all aspects of establishing and administering scheme arrangements. We also offer advice about the impact of changes in pensions legislation and the action you should take.
Considerable emphasis is placed on communication of benefits to Scheme members.
Our services include:
- Providing suitable advice to meet the employer's specific requirements
- Full administration support service including advice to Trustees
- Employee consultancy service
- Liaising with the Insurer
- Drafting the employee benefit literature
- Investment advice for employees
Protection Products
We can provide advice on the most suitable insured protection products for key employees or for the whole workforce, including:
- Life/Term Assurance
- Key Man and Shareholder Protection
- Critical Illness Insurance
- Permanent Health Insurance
- Private Medical Insurance