Michael Drinkwater
Sales Director, Gecko Marketing
Corporate advice is a vast area that varies with the size of a business.
From a Small Partnership through to larger Companies we provide installation,
review and restructure services in the following areas:
- Corporate Pensions
- Group Life, Income and Health Protection
- Keyman and
Share Protection
You will find below a brief overview for each of these, if you require more in depth guidance we welcome your queries on 0845 3473731 or email: enquiries@boolers.co.uk
Pensions are usually a most highly valued employee benefit, helping to both attract and retain staff. We have long experience in working with:
- Group Stakeholder Pension Plans
- Group Personal Pension Plans
- Defined Contribution/Money Purchase Plans
- Executive Pension Plans
Our starting
point is to review any existing arrangements and make appropriate recommendations.
Where it is in your and your employees’ best interests, we will recommend
and establish a new scheme.
We can tailor the advice and service to your
requirements, including individual meetings with employees and the production
of scheme documents and literature.
As with all our services, we believe
that arrangements need to be regularly re-visited to ensure that the plan
remains suitable to achieve stated objectives and meet attitudes towards
risk. This is particularly important for pension arrangements, where investment
decisions need to be adjusted as the individual approaches retirement. Accordingly,
an annual review service is always available for your employees.
As pension
transfer specialists, we can also advise employees on their existing pension
arrangements and whether it is better to consolidate or leave intact.
To supplement company pension arrangements, Boolers can create a complete
employee benefits package. We can both advise on establishing new plans,
as well as re-broking services for existing schemes.
While cost is always
important for such benefits, the level of cover and the reliability of the
provider are also essential, and will be taken into account when making any
recommendation.
Keyman Protection
Is your business protected from the loss of a key person?
Having a key employee correctly insured against Death or Critical Illness
can ease the concerns of business continuity. It helps to ensure this by:
- Enabling you to act without delay in recruiting a suitable replacement
- Providing funding to cover training and recruitment costs
- Minimising disruption to existing relationships (e.g. suppliers and customers).
Share Protection
Too few firms have a plan for what will happen to the share of a Partner/Shareholder’s
business in the event of a death. By having shareholder protection a business
has the benefit of:
- Protecting the interests of families of shareholders by ensuring they receive the full value of a shareholder’s business interest on death.
- Ensuring the remaining shareholders retain control and can decide the firm’s future without any outside influence.
- Simple, straight forward but effective planning
- Helping to remove the threat of cash flow problems/forced borrowing.
