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Case studies – businesses

Case study - employee engagement

Financial Planner – Nathan Munt

Nathan Munt, Chartered Financial Planner, has been working with one of our business clients to deliver workplace pension engagement to their employees.

He explains how these services aim to help employees better understand their workplace pension and the options available to them.

Financial Planner – Ian Robinson

Ian Robinson, Independent Financial Planner, tells us about a client who had identified several of their senior employees as a ‘Key Person’ within the business.

He explains how the policy provided peace of mind that the business would be financially secure in the event of a loss of a key employee.

Case study - Key person protection
Case study - shareholder protection

Financial Planner – Ian Robinson

Ian Robinson, Independent Financial Planner, tells us about a client who owned an online retail business and wanted to sell the company as part of their retirement plan.

He details how he helped the business put shareholder protection in place, to mitigate the potential financial repercussions attached to the tragic loss of a shareholder.

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